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THE MERIDIAN GROUP LLC: Funds We Represent
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Funds We Represent
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We plan according to your financial needs. A plan tailored just for you. Why guess with your life savings when you can invest better improving your returns?
We can advise you on your 401(k) at work, your 403(b), traditional Ira’s and Roth’s, annuities. Our plans includes strategies that will allow you to protect your assets, increase your income and pay less taxes. We can even help you with estate planning so that your heirs won’t have to pay inheritance tax an go to probate court.
If you are a business owner we can advise you how on to get more deductions from your tax returns when you implement a SEP, SIMPLE or a 401(k) for your employees
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Large Cap Growth Fund
American Large Cap Growth Fund
This fund invests in a diversified portfolio of stocks of the companies listed on major U.S. exchanges. We prefer large companies that operate in global markets and have a long-term conservative performance record. Health and Personal Care companies comprise the largest percentage of fund investments, while Electrical and Electronics, Banking, Oil and Gas and International Equities are also represented by this fund.
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Growth Fund
Early Growth Fund
Our investment goal is to identify companies in the early stage growth period and invest in them. This could be companies that have recently fragmented or companies being affected by rapid changes in technology or legislation. We look for companies with a 20% or higher annual growth rate and keep abreast of the company's performance by financial analyis, on-site visits and other evaluatory processes. The YTD total return (as of 11/30/98) for this fund is 8.74% and the Five Year Average Total Return (9/30/93-9/30/98) is 12.06%.
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INTERNATIONAL PROJECT FINANCING AND DEVELOPMENT
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