Investment Options

To meet the diverse needs of our clients, Morgan Meighen & Associates provides two main channels of discretionary investment management: proprietary Pooled Funds and Separately Managed Accounts.

This offers flexibility and choice in how to preserve and grow your wealth – and may even incorporate a combination of both offerings.  

Investment Approach

Pooled Funds

Our Pooled Funds are exclusive to the firm’s clients and aim to deliver a cost-effective, professionally managed portfolio that can be diversified and liquid. These proprietary Funds enable investors to access a wide range of investment opportunities with minimal transactions required. The firm offers five pooled Funds: Balanced, Global, Growth, Income, and Special Situations. Each Fund has distinct objectives – ranging from stability and capital growth to long-term appreciation and consistent income generation. The Funds are valued weekly with a management fee set at 1% . Since they require a lower minimum investment than Separately Managed Accounts, they are accessible to more investors.

Separately Managed Accounts

If you are seeking more autonomy within your portfolio, Separately Managed Accounts offer a high degree of customization and allow for tailored portfolio construction to align with individual investor needs, tax efficiency, and capital gains management. Security selection is based on each client’s unique circumstances. By continuously monitoring portfolios, we ensure alignment with client objectives by adjusting to market conditions.

After 70 years in business, we tend to take a long-term perspective on most things, and that holds true for our relationships with clients.

By providing exceptional service, and implementing sophisticated risk management procedures, we build multi-generational partnerships with our clients and their families.

Meet Our Team