Meketa Fiduciary Management, a subsidiary of Meketa Investment Group, is focused exclusively on discretionary investment services. We offer a fully customizable discretionary solution, specifically tailored to each individual client’s needs and circumstances. Our services include asset allocation, manager selection, asset/liability modeling, liquidity studies, risk measurement/ monitoring, manager guidelines, manager hiring/firing, fee negotiations, client reporting, rebalancing, executing asset transfers, and other services with client approval. Meketa Investment Group is an employee-owned full service investment consulting and advisory firm incorporated in 1978. In 2006, Meketa Investment Group began managing client portfolios as a discretionary advisor. In 2014, Meketa Fiduciary Management was created to focus exclusively on discretionary investment services. Additional information is available at www.meketafm.com.
View Top Employees from Meketa Fiduciary ManagementWebsite | http://meketafm.com |
Employees | 4 (1 on RocketReach) |
Founded | 2014 |
Industry | Investment Management |
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Rafi Zaman is the Chief Investment Officer of Meketa Fiduciary Management.
1 people are employed at Meketa Fiduciary Management.
Meketa Fiduciary Management is based in Carlsbad, California.