Overview

Meketa Investment Group is an employee-owned full service investment consulting and advisory firm. Since 1978, we have served our clients as independent fiduciaries. We have a staff of over 180 located in our offices in Boston, Chicago, Miami, New York, San Diego, Portland (OR) and London.

We provide a broad range of investment services that fall into three categories:

We serve clients in discretionary or non-discretionary roles, and our services are available on a full-retainer or project basis.

Who Do We Serve?

Plan Sponsors
Taft-Hartley Funds
Public Funds
Corporates & Non-Profits
Higher Education & Foundations
Family Offices
Plan Types
Defined Benefit Plans
Defined Contribution Plans
Foundations & Endowments
Health Plans, OPEBs
VEBAs

The Meketa Advantage

Experienced Organization:

For almost four decades, we have been working with institutional plan sponsors. We currently work with over 200 clients.

Fiduciary Role & Complete Independence:

We have served as independent fiduciaries to institutional plan sponsors since 1978. The firm remains 100% employee owned, and 100% of our revenue is derived from institutional plan sponsors.

Deep Team:

We have a staff of over 180, including more than 120 investment professionals and over 35 CFA Charterholders and more than 20 CAIAs. Each of our clients is supported by a team of MIG professionals, typically led by a Principal of the firm. Additionally, our investment research is driven by an investment committee model, in which each area of coverage, both public and private markets, draws on the expertise of the firm's senior professionals.

Research Focused:

We strive to be thought leaders in our research, and we seek to provide clients with creative investment solutions before they are recognized by the broader investment community.

Intensive Level of Service:

Our primary goal is to serve our clients, recognizing each client has unique needs and circumstances. As a result, we look to be flexible in the services we provide. With over 60 consultants serving over 200 clients, we are staffed to provide an intensive level of client service.

 
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