Firm History

As an independent, privately owned investment manager, Morgan Meighen & Associates has been providing investment management services to high net worth individuals, corporations, foundations and other institutions since 1955. We offer our clients professional, unbiased investment advice through a variety of channels, including separately managed portfolios, pooled funds and closed-end funds.

Comprehensive Investment Management Services

As a private client at Morgan Meighen you will receive a comprehensive investment management solution which includes:

                An experienced portfolio management team.    

Morgan Meighen & Associates’ team members are seasoned investment professionals who offer decades of experience in a range of investment categories.

An integrated investment style.

• We believe that investment styles are complimentary, and that maximum benefit can be gained through their integration. Thus, we emphasize respective stock selection attributes under appropriate market conditions, focussing on value-style in bear markets, and growth-style in bull markets.

1. A combination of effective risk management procedures.

• In order to best preserve our client’s capital, we apply a consistent set of risk management procedures, helping to ensure that we adhere to the criteria that rewards long-term investing.

2. Tax efficient investment strategies.

   • Managing both taxable income and capital gains plays an important role in the overall execution of the investment strategy.

3. A detailed Investment Policy Statement (IPS).

• We prepare a detailed IPS that outlines your investment objectives, and provides a plan for how we can help you achieve your goals.

4. Complete portfolio customization.

   • Unlike most asset allocation processes that offer fixed allocation strategies, at Morgan Meighen, we believe that diversification across asset classes must be constantly monitored and tailored to current market conditions.

5. Direct contact with your Portfolio Managers.

   • We are committed to one-on-one relationships with our clients where the portfolio manager responsible for your account will be your primary point of contact with the firm.

6. A dedicated Portfolio Administrator.

   • Our Portfolio Administrators have extensive experience working with clients regarding the non-investment related aspects of their accounts.

7. A coordinated effort to work closely with your universe of professional advisors.

   • We recognize that your investment portfolio is but one aspect of your total wealth management strategy and we are committed to working closely with your team of professional advisors to ensure that your portfolio is managed optimally, to achieve your overall objectives

8. Clear, informative statements and communications.

   • Ongoing communication regarding your investments is an essential part of our portfolio management strategy. To accomplish this, we provide clients with detailed quarterly statements regarding their investment portfolio. Additionally, we publish a semi-annual newsletter for our clients as well as periodically host conference calls in which clients have the opportunity to discuss the investment landscape with the Morgan Meighen investment team in a group forum.