Recently, Robert Jeter, CFP®, CRPC traveled to Scottsdale, Arizona for a two-day Due Diligence trip with Meeder Investments. Part of Robert’s role at InFocus Financial Advisors, Inc. is as a member of the investment committee. In this role, he regularly speaks with and visits investment managers to evaluate their firm, process, investment capabilities, and team to determine suitability for client investment. He heard from and met many members of the team including the CEO, Bob Meeder as well as the Vice President of Private Wealth, Angelo Manzo, CFA. Meeder provides customized Separately Managed Account solutions for High-net-worth individuals with significant embedded capital gains. During his trip, Robert was able to evaluate the unique solution and the team behind the process.
Meeder investments provides customized solutions and separately managed accounts that deliver customization and tax management. Meeder was founded in 1974 and is located in Dublin, Ohio.
InFocus Financial Advisors, Inc. is an independent financial services office located in Salisbury, MD and Georgetown, DE. They primarily work with individuals who are nearing or already retired across the Delmarva Peninsula. You can find more about them at www.retireinfocus.com
Investment Advisor Representative offering securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker-dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
