Meketa Investment Group

Meketa Investment Group is an employee-owned investment consulting and advisory firm founded in 1978, with its headquarters in Westwood, Massachusetts. The firm has established itself as an independent fiduciary, serving a diverse clientele through a comprehensive range of services, including investment policy formulation, pacing analysis, and private market integration. Meketa also conducts diagnostic assessments of investment portfolios, reviewing existing investment policy statements, asset allocation strategies, and actuarial reports. With a team of over 200 professionals, Meketa operates from multiple offices located in Boston, Miami, San Diego, Portland, New York, and London, providing clients with tailored guidance and support for informed decision-making.

James E. Meketa

Chairman

Peter Woolley

Co-CEO, Managing Principal, Board Member, Member of Investment Policy Committee and Member of Private Markets Investment Committee

Rafi Zaman

Managing Principal and Member of the Investment Policy Committee

1 past transactions

Pension Consulting Alliance

Acquisition in 2019
Pension Consulting Alliance, LLC was an independent investment consulting firm based in Portland, Oregon, specializing in providing a broad array of investment services to institutional investors. Founded in 1988, the firm offered strategic planning, performance measurement, portfolio analytics, and manager search services. It also provided real assets services, including market research and asset transfers, as well as private equity consulting focused on enhancing returns and managing risks. The firm served a diverse clientele, including public plan sponsors, endowments, and college savings plans. Pension Consulting Alliance was known for developing innovative programs and frameworks that have influenced industry standards. In April 2019, it merged with Meketa Investment Group, Inc., further expanding its capabilities in investment consulting.
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