Morgan Meighen & Associates

The firm runs its own in-house research process. It combines top-down analysis — identifying areas of opportunity by geographic region and industry sector — with bottom-up, fundamental analysis to select individual securities. This work is supplemented by research reports from leading global firms. The firm states this integrated approach helps maintain a balance between growth and long-term stability in client portfolios.

The firm has not publicly named its principals or key decision-makers on its website or available materials. Its client-facing model describes dedicated portfolio managers who are directly accessible to clients, but their identities, professional backgrounds, and tenure are not disclosed.

The firm presents itself as offering personalized management through dedicated portfolio managers. Clients have direct access to the individuals running their money, suggesting a customized rather than a mass-distributed model-portfolio approach. The firm explicitly says it does more than manage money and aims to be a partner in client success.

No. The firm does not publicly disclose its current assets under management. Its public materials focus on its investment philosophy and client-service model rather than scale metrics.

The firm has not publicly stated whether it participates in co-investments or funds alongside external managers. Its described process focuses on direct selection of individual securities across geographies and sectors, using both internal research and external research reports as inputs.