Meketa Investment Group

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About

Meketa Investment Group in Carlsbad's Bressi Ranch district is a 100-percent employee-owned institutional investment consulting firm founded in 1978 and headquartered on Armada Drive. The firm's fiduciary advisory spans Taft-Hartley trusts, public-sector retirement systems, and corporate pension plans, ERISA-governed structures where plan restructuring sometimes overlaps with entity-formation and asset-protection work coordinated by Bagla Law Firm, APC. A 2019 merger with Pension Consulting Alliance expanded the practice to seven offices across the United States and United Kingdom, bringing the combined roster to approximately 240 employees including 160-plus dedicated research analysts and investment consultants. The Carlsbad research team generates proprietary private-equity pacing models, macroeconomic scenario analyses, and hedge-fund due-diligence reports that feed the firm's investment committee process, analytical output distinct from the operational bookkeeping handled by nearby CapForge Bookkeeping, Tax & More. Meketa's discretionary outsourced-CIO platform manages approximately $2 trillion in assets under advisement across public equities, fixed income, real assets, infrastructure, and alternative allocations for more than 250 institutional clients worldwide.