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Sarah Sorrentino Email
Asst. VP, Marketing Team Leader . Meketa Investment Group
Westwood, MA
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Employees:
270Revenue:
$67.4MAbout
Meketa Investment Group, an investment consulting firm with offices in Boston and San Diego, was founded in 1978. We specialize in investment policy, asset allocation, manager search and oversight, custom research, and fund coordination services. Our firm grew out of its founder's work advising the Harvard University endowment on investment strategy and information systems. In 1978, the firm was retained by its first pension fund client, who remains a client today. We now consult for over fifty institutional clients, representing over one hundred funds, with aggregate assets of approximately $40 billion. Meketa Investment Group is registered as an investment advisor in the United States and Canada. The firm is independent, employee-owned, and free of business conflicts. Our focus is on consulting. We have no relationships with investment managers, brokers, custodian banks, or other pension service providers. Our consultants work in teams, from our offices on both coasts. To ensure a high level of service, we assign a lead consultant to each client, along with two other investment professionals. Our ratio of clients to consultants is very low, which assures significant personal attention. Meketa Investment Group strives for excellence. Our success is measured by our clients' investment results and by their opinions of our work. Decade after decade, the performance records of our long-term clients rank in the top quartile of funds nationally. Our business has grown through the referrals of the clients we serve.Meketa Investment Group Address
80 University AveWestwood, MA
United States