A particular focus on institutional clients

We are dedicated to serving the needs of corporate retirement plan fiduciaries, business owners, nonprofit executives, insurance professionals and other institutional decision-makers. We work closely with executive directors to educate and present information to their boards of directors.

Our team offers a full spectrum of investment consulting services to guide clients through each phase of the investment process – from strategy review, development and implementation, to oversight and documentation.

We offer corporate retirement plan consulting to help companies and organizations establish, manage and run the plan that is right for them. We are involved with all aspects of the plan, including investment policy statement development, investment recommendations, provider assessments, annual reviews and financial and retirement planning education for plan participants.

We offer investment banking services to help company owners and executives with their initiatives of raising or creating capital, underwriting new debt or structuring a deal if they are considering an acquisition or merger.

We also offer trust services through Raymond James Trust, N.A, which can serve in a number of roles, including trustee, co-trustee, custodian, personal representative or agent to a trustee on several types of personal trusts.

With Meridiem Advisory Services as your trusted institutional consultant, we believe you will benefit from our experience and resources in serving retirement plan fiduciaries, business owners, nonprofit executives and other institutional decision-makers.

Raymond James Trust, N.A., is a subsidiary of Raymond James Financial, Inc. Raymond James & Associates, Inc., and Raymond James Financial Services, Inc., are affiliated with Raymond James Trust.

“All investment strategy development is done in house by our team, specifically for our clients.”
Leeanne Dean, Associate Advisor