Investment Management For Nonprofits

Simple. Ethical. Software based.

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We offer socially responsible investing *
Certified Women-Owned Small Business
* ESG (Environmental, Social and Governance) investments

Disclosures

  • Meritam Investment Advisors, Inc. is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

  • Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor’s portfolio. All investment strategies have the potential for profit or loss. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses. Past performance does not guarantee future investment success.

  • Average returns and worst loss data referenced on this website do not represent the performance of Meritam Investment Advisors, Inc., or any of its advisory clients. Historical performance results for investment indexes and/or categories, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. There are no assurances that an investor’s portfolio will match or outperform any particular benchmark.