Meddent Solutions

Overview

Meddent Solutions is an independent RIA that serves individual and family clients while acting as a capital allocator and sponsor/GP/managing member of pooled investment vehicles. The firm combines financial planning and discretionary portfolio management with the ability to select third‑party advisers and run educational seminars. Its fee model includes both percentage-of-AUM charges and fixed fees. Investment activity is tilted toward private funds and other alternative strategies alongside traditional mutual fund exposure. The firm is not positioned as an ESG investor and is not registered as a multi‑state adviser. Meddent Solutions operates with a focus on customized portfolios for individuals and small businesses, and it retains the structural flexibility to originate or co‑manage pooled vehicles when appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices