May 2015 — Present
Meritam is a low cost, software based investment advisor for nonprofits. Meritam provides efficient investment strategies designed specifically for nonprofit endowments and reserves. The company does this by leveraging technology to optimize for risk and asset allocation, and using only low cost, index products, such as ETFs, for the investments. Designed for nonprofits, we’ve added features that build capacity, save time and promote good financial management.