Investment consulting firm Meketa Investment Group said Tuesday that it has opened an office in Portland, Oregon. According to the company, the new office will focus on business opportunities with institutional funds in the Pacific Northwest and Mountain West. Mika Malone, a principal at Meketa, will lead the Portland office.
BOSTON & PORTLAND, Ore.–(BUSINESS WIRE)–Meketa Investment Group, an investment consulting and advisory firm, today announced the opening of an office in Portland, Oregon.
An independent, employee-owned firm, Meketa Investment Group provides general investment consulting and advisory services as well as specialized private markets consulting and advisory services to institutional investors including public, corporate and union employee benefit plans, university endowments, charitable organizations, insurance companies, and family offices on a discretionary and non-discretionary basis. Founded in the Boston area in 1978, the firm expanded to the San Diego area in 2003 and to Miami in 2011, and last month opened an office in London. Today, Meketa Investment Group employs more than 100 professionals and consults on more than $300 billion in assets for over 90 clients whose total aggregate assets exceed $600 billion.
Meketa Investment Group’s Portland office will focus on business opportunities with institutional funds in the Pacific Northwest and Mountain West. The office formally opened July 15.
“We are very pleased to open a Portland office, which nicely complements Meketa Investment Group’s other domestic locations,” said Mika Malone, Principal, Meketa Investment Group, who will head the Portland office. “Meketa Investment Group has attracted a number of clients in the Pacific Northwest over the past several years. We’re confident formally establishing a presence in the region will allow us to further expand in this growing and dynamic marketplace.”
“We are excited about the additional resources the Portland office, along with our recently opened London location, brings to Meketa Investment Group’s clients and how the offices will support our growth over the coming years,” said James Meketa, Founder and CEO, Meketa Investment Group. “We will leverage our investment expertise, thought leadership in research, and intensive level of client service to actively grow both offices. We are confident our expanded footprint will continue to elevate Meketa Investment Group’s reputation as a market leader in the institutional investment advisory business.”
In addition to opening two offices, Meketa Investment Group recently celebrated its 35th anniversary. Throughout its history, the firm has been a thought leader by evaluating investment industry information with healthy skepticism and providing clients with creative investment solutions. Meketa Investment Group seeks to exceed client expectations by delivering world-class service, advice, and education. Most importantly, the firm works to develop mutually rewarding, long-term relationships with its clients by maintaining a very low client-to-investment professional ratio and offering an intensive level of service. The firm’s annual client turnover has averaged less than 3%.
“Meketa Investment Group’s first client is still a client today,” said Mr. Meketa. “I’m proud of our outstanding investment results and the long tenure of our clients, whom I’d like to thank for their support and trusted partnerships. Throughout the years, we have broadened our service offerings to address the ever-changing global marketplace. Moving ahead, we will continue to adapt, and I’m confident, to prosper, and I look forward to the challenge of repeating our achievements in the future.”
Meketa Investment Group can be contacted in Portland at (503) 444-3434, 111 SW 5th Avenue, Portland, Oregon, 97204, or firstname.lastname@example.org.
About Meketa Investment Group
Founded in 1978, Meketa Investment Group is an employee-owned, full service investment consulting and advisory firm. As an independent fiduciary, the firm serves a variety of institutional investors in discretionary and non-discretionary roles. With a history of steady growth, the firm today consults on more than $300 billion in assets for over 90 clients whose aggregate institutional assets exceed $600 billion. For more information, please visit www.meketagroup.com.