Meridian Advisory
Meridian Advisory supports EA-aligned organizations and mission-driven nonprofits. Many organizations hold meaningful reserves without the requisite infrastructure to manage them well. Meridian fills that gap.
The problem
Endowment consultants and OCIOs often only serve institutions with $250M or more in assets. Smaller nonprofits, giving funds, and research orgs are left to make reserve investment decisions ad hoc, through volunteer board members, or not at all. A $1M–$20M reserve portfolio still deserves a written investment policy, a deliberate allocation, and a defensible spend rule.
Good investment governance isn't just for large institutions.Services include:
- IPS drafting & governance documents
- Asset allocation
- Spend rate policy
- Manager & fund selection
- Annual review packages
- Board education sessions
Approach
Meridian is advisory-only. Clients retain full control of their assets. EA-aligned organizations are served at subsidized or cost-recovery pricing. The goal is to make the kind of investment governance that large institutions take for granted accessible to the organizations that need it most.
If this is relevant to your organization, reach out: ayan.sivaram@gmail.com.