MEEDER PUBLIC FUNDS, INC.

RIASEC RegisteredEst. 1990

Total AUM

$64.1B

Discretionary

$49B

76% of AUM

Avg account

$79.9M

Accounts

803

Employees

Advisory reps

Firm details

Headquarters: DUBLIN, Ohio
CRD number: 106816
Registered since: August 6, 1990
Website: www.meederinvestment.com
Custodians: U.S. BANK, N.A., PRINCIPAL SECURITIES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: State / Municipal Government94.47%
Pooled Investment Vehicles5.53%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Meeder Public Funds, Inc. is a corporate SEC-registered adviser focused on institutional clients, operating since 1990. The firm’s advisory activity centers on portfolio management for pooled investment vehicles and for businesses or institutions, and it also provides educational seminars and workshops. Its business model charges a mix of percentage-of-AUM, hourly, and fixed fees. Investment activity is strongly tilted toward fixed income. The firm’s filings show a large allocation to U.S. government bonds and a stated preference for fixed-income management, which drives portfolio construction and manager selection. Meeder Public Funds, Inc. also maintains affiliations across the financial services ecosystem — including broker-dealer relationships, other investment adviser roles, commodity pool operator/commodity trading advisor activity, and trust company services — which supports custody, trading and operational needs for its institutional mandates.