Macro
May 2026
After the Pivot: positioning for a structurally lower discount rate
We unpack why duration may be the most underowned asset of the next decade.
Read paper
Est. 2009 · Private Wealth Advisory
Wealth, engineered
with intention.
Meridian Capital is a boutique advisory partnering with founders, families, and institutions to compound capital across generations — quietly, precisely, and with conviction.
Trusted by 1,200+ private clients worldwide
Portfolio · Q2 2026 +18.4% YTD
$4.82MAUM sample
62%
Equities
24%
Fixed Inc.
14%
Alternatives
Featured in
Forbes
Bloomberg
Financial Times
Reuters
WSJ
The Economist
Services
Six pillars.
One fiduciary standard.
Every engagement begins with a deep diagnostic. We don't sell products — we build positions in your future.
Wealth Management
Bespoke portfolio construction calibrated to your goals, liquidity, and tax horizon.
- Custom allocations
- Tax-loss harvesting
- Estate alignment
Investment Advisory
Disciplined research across public and private markets, delivered by senior partners.
- Public equities
- Private credit
- Hedged strategies
Retirement Planning
Models that stress-test your future across markets, longevity, and spending paths.
- Income laddering
- Roth conversions
- Pension optimization
Risk & Insurance
Independent reviews of your downside — life, liability, and disability coverage.
- Policy audits
- Captive design
- Umbrella coverage
Family Office
Multi-generational stewardship with consolidated reporting and governance.
- Trust admin
- Philanthropy
- Next-gen education
Corporate Advisory
Capital strategy for founders — from secondary liquidity to exit planning.
- Liquidity events
- 10b5-1 plans
- Concentrated stock
About Meridian
A small firm built for large decisions.
Founded in 2009 by a team of former institutional allocators, Meridian Capital operates with a single conviction: that wealth deserves a craftsman's attention. We cap our roster at 200 households so every relationship is led by a partner — not a script.
We are independent, fee-only, and beholden to no fund family. The advice you receive is the advice we would give our own parents.
$3.8B
Assets under advisement
17 yrs
Median client tenure
98%
Annual retention
"Patience is the only edge that compounds."
— Eleanor Hayes, Founding Partner
Our Approach
A five-step process — refined over two decades.
No two engagements look the same, but every one moves through these gates.
01
Discover
We listen first. A 90-minute discovery uncovers your goals, fears, and time horizon.
02
Diagnose
We model your balance sheet across taxes, liquidity, and risk under hundreds of scenarios.
03
Design
A written investment policy statement codifies every decision before any capital moves.
04
Deploy
We implement with surgical precision — sweeping accounts, harvesting losses, automating discipline.
05
Refine
Quarterly reviews recalibrate as your life, the markets, and tax code evolve.
Performance
Long, boring, compounding returns.
Hypothetical 24-month performance of the Meridian Balanced Composite vs. a 60/40 benchmark. Past performance does not guarantee future results.
+10.8%
Annualized (5y)
0.42
Sharpe ratio
-8.1%
Max drawdown
0.62
Beta to ACWI
Engagement Tiers
Transparent fees. No commissions.
A simple, blended fee on assets advised. No hidden loads, no kickbacks, no surprise statements.
Foundation
For emerging investors building their first real portfolio.
0.85%annual fee
AUM range: $500K – $2M
- Quarterly partner reviews
- Discretionary management
- Tax-aware rebalancing
- Online dashboard
Most chosen
Private Client
Our flagship engagement for established households.
0.65%annual fee
AUM range: $2M – $25M
- Dedicated lead advisor
- Custom IPS & financial plan
- Estate & tax coordination
- Concierge reporting
- Private market access
Family Office
Multi-generational oversight with a full back office.
Bespokeannual fee
AUM range: $25M+
- Consolidated reporting
- Trust & entity admin
- Philanthropy planning
- Next-gen mentorship
- 24/7 partner access
Insights
Field notes from the desk.
Tax Strategy
Apr 2026
Roth conversions in low-income gap years: a practitioner's framework
A worked example showing how to harvest the 0% LTCG bracket without triggering IRMAA.
Read paper
Private Markets
Mar 2026
Secondaries are finally cheap. Here is why we are still cautious.
Discounts widened, but underwriting quality has not — three filters we apply before allocating.
Read paper
Partners
Senior people. Senior decisions.
You will never be passed to a call center. Every Meridian client is matched to a partner with at least fifteen years of buy-side experience.
Eleanor Hayes
Founding Partner, CIO
27 years at Bridgewater, Brevan Howard
Marcus Okafor
Partner, Head of Advisory
Former MD, Goldman Sachs PWM
Sophia Lindqvist
Partner, Tax & Estate
CPA, JD — formerly EY Private Client
Raj Patel
Partner, Private Markets
Ex-KKR, Apollo direct lending desk
Client Voices
The work, in their words.
"Meridian rebuilt our family's financial life from first principles. Six years in, I have never made a major decision without them at the table."
James W.
Tech founder, exited 2021
"Their tax work alone has saved us multiples of what we pay. But what I value most is the calm voice when markets aren't."
Dr. Anika R.
Physician, multi-practice owner
"We interviewed seven firms. Meridian was the only one that told us what we shouldn't do, before pitching anything we should."
The Caldwell Family
Third-generation client
Frequently Asked
Questions, answered plainly.
Our Foundation tier begins at $500,000 in investable assets. Private Client engagements typically begin at $2M, and Family Office at $25M.
We are a fee-only registered investment advisor. We accept no commissions, referral fees, or revenue-sharing arrangements with any product provider.
Assets are custodied at Charles Schwab and Fidelity. Meridian has discretionary authority but never custody — your money never sits on our balance sheet.
Formally, quarterly. Informally, whenever life changes — a job offer, a marriage, a market dislocation. Your partner's mobile number is yours.
Yes — we serve U.S. citizens abroad and select international families with U.S. tax exposure. Coordination with local counsel is included.
Begin the conversation
Let's see if we're the right fit.
Reach out for a confidential, no-obligation discovery call. A partner will respond within one business day.
advisory@meridiancapital.com
+1 (212) 555 — 0142
405 Park Avenue, 18th Floor · New York, NY