MEKETA INVESTMENT GROUP, INC.
WESTWOOD, MA

Meketa Investment Group, Inc. is an independent fiduciary firm established in 1978, serving institutional plan sponsors with innovative investment solutions. The company remains wholly employee-owned and uniquely generates all its revenue from these clientele relationships. With a robust team comprising over 140 professionals, more than 95 of whom are dedicated to investment management and over 20 holding CFA Chartered statuses, Meketa supports each client through highly personalized teams typically led by firm Principals. The investment research at Meketa is guided by an investment committee framework that leverages the expertise of seasoned professionals across both public and private markets. This approach enables Meketa to position itself as a thought leader in its domain, seeking out creative solutions for clients before they become commonplace within the broader investment community. Meketa prides itself on its flexible approach to client services, recognizing the distinctive needs and circumstances of each firm it serves. Supported by over 40 consultants handling more than 160 clients, Meketa is committed to delivering an intensive level of service support. The company defines 'emerging managers' as firms with majority employee ownership having less than $2 billion in assets under management, while 'diverse managers' are classified as minority women and disabled-owned businesses (MWDBE) meeting similar criteria but capped at $10 billion in assets. Colleen Smiley, Assistant Director of Public Markets Manager Research, is the designated contact for emerging managers seeking introductions to Meketa’s rigorous research processes. The firm historically hosted significant events such as the Emerging & Diverse Manager Research Day to expand outreach and collaboration with new market entrants fitting its defined categories. Meketa's operational footprint extends from its initial incorporation in Florida on January 28, 2011, with a mailing address based in Westwood, Massachusetts. It maintains multiple contact lines across different locations, including Boston, San Diego, Chicago, and more. Meketa Investment Group’s leadership involves experienced Vice Presidents such as Nancy Labier, Mika L Malone, and Frank E Benham. Further details about the firm can be accessed through its website at meketainvestmentgroup.com, reflecting its commitment to transparency and client engagement. The company adheres to a comprehensive reporting structure, with the most recent annual report published on April 11, 2024.