Big Money Management for the Little Investor

Share Article

Meridian Financial Management is bringing Â?high net-worthÂ? investments to smaller investors. Unhappy that most great investments were only available to the super-rich, Meridian is taking strides to create private mutual funds and private real estate investments for its middle net-worth clients.

“Why should only the rich get richer? Everyone deserves a chance to make big long-term profits,” said Joseph Ponzio, President of the Chicago-based financial planning firm Meridian Financial Management. “Why should my clients, my friends, sit idle in public funds that are generally mismanaged? My clients’ money is too important to them and to me. My clients expect more - and that is precisely what I am trying to give them."

While major brokerage firms are struggling to attract big money investors and oust the smaller client, Meridian prides itself on helping middle-income America create and preserve a lifetime of wealth. “Whether we are helping a grammar school teacher with her budget or managing a retirement plan for 300 employees, we are focused on doing what is right,” states Michael Trekas, the firm’s Vice President. Michael continues, “For our clients, it was right to delve into areas other than public mutual funds.”

“Today,” continues Joseph, “most advisors are looking for a way to make money management easier. This leads to lower profits for the client. If we have to work a little harder for that extra one or two percent growth – so be it. In the end, it will be win-win for our clients and for us.”

For more information, contact:

Joseph Ponzio, President

7612 West North Avenue

Elmwood Park, Illinois 60707

ph 708/452-9169

fax 708/452-9275

Meridian Financial Management is a Chicago-based fee-only financial planning and portfolio management firm.

# # #

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Joseph Ponzio
Visit website