We Build Portfolios For What Matters Most
Who We Are
Who We Help
Among other investors, we deal with private clients, family offices, endowments, foundations, and others. Our decades-long expertise and extensive network enable us to regularly locate and access the best performing investments available worldwide. Our complete attention is on providing our clients with the best financial results and matching portfolios to their values, risk tolerance, and investment goals.
40+ Years of Investing Experience
We create tailored portfolios for private clients, family offices, endowments, foundations, and other organizations, all in search of outperformance and real-world influence.
Our Services
Wealth Management
Investment Advisory
At Meta Partners, we craft personalized portfolios designed to generate above-market returns over the long term.
Trust & Estate Planning
Private Equity
Private equity investing involves investing in privately held companies that are not listed on public stock exchanges.
Reach out to us today, and let's start a conversation about securing your financial goals.
- Phone number
- Email address
- Address