Meketa Fiduciary Management Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

Meketa Fiduciary Management is a discretionary investment services firm based in Carlsbad, California, operating as a subsidiary of Meketa Investment Group. Established within Meketa Investment Group, which traces its origins to 1978 and began discretionary portfolio management in 2014, Meketa Fiduciary focuses exclusively on providing customizable discretionary solutions to clients. Their offerings cover asset allocation, manager selection, asset/liability modeling, liquidity analyses, risk monitoring, and related services such as governance of manager guidelines, hiring or firing, fee negotiations, client reporting, rebalancing, and asset transfers, all tailored to individual client needs with client approval. The firm serves institutional-like clients seeking comprehensive, hands-on oversight of investment programs, and positions itself within the investment management industry as a provider of dedicated fiduciary and discretionary management services, complementing its parent organization’s broader advisory capabilities.

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