Overview

Meketa Investment Group is an employee-owned full service investment consulting and advisory firm. Since 1978, we have served our clients as independent fiduciaries. We have a staff of over 90, including 56 investment professionals, located in our offices in Boston, Miami, and San Diego.

We provide a broad range of investment services that fall into two categories:

• General Consulting & Advisory Services
• Private Markets Consulting & Advisory Services

We serve clients in discretionary or non-discretionary roles, and our services are available on a full-retainer or project basis.

Who Do We Serve?

Experienced Organization:

For over 30 years, we have been working with institutional plan sponsors. We currently work with 70 clients, representing $280 billion in aggregate assets.

Fiduciary Role & Complete Independence:

We have served as independent fiduciaries to institutional plan sponsors since 1978. The firm remains 100% employee owned, and 100% of our revenue is derived from institutional plan sponsors.

Deep Team:

We have a staff of over 90, including more than 50 investment professionals and 17 CFA Charterholders. Each of our clients is supported by a team of MIG professionals, typically led by a Principal of the firm. Additionally, our investment research is driven by an investment committee model, in which each area of coverage, both public and private markets, draws on the expertise of the firm's senior professionals.

Research Focused:

We strive to be thought leaders in our research, and we seek to provide clients with creative investment solutions before they are recognized by the broader investment community.

Intensive Level of Service:

Our primary goal is to serve our clients, recognizing each client has unique needs and circumstances. As a result, we look to be flexible in the services we provide. With 18 consultants serving 70 clients, we are staffed to provide an intensive level of client service.