Meridian Securities

Meridian Trust & Investment Company, LLC. is a distinguished financial services provider that prioritizes the unique needs and goals of each client. Our dedicated team of experienced professionals is committed to designing customized strategies to help our clients achieve their financial objectives. We believe that the key to success in both investing and life is adaptability, and we are dedicated to guiding our clients through every change and stage of their lives.

Planning for the Future: The Ongoing Process

At Meridian, we understand that life is unpredictable, and we are here to support our clients through every transition. From marriage and career changes to parenthood, retirement, and illness, these life events all have a significant impact on one's financial situation. Our recommendation is to meet with us at least once a year to review your investments and personal situation. However, many clients prefer to meet with us more frequently, which allows us to ensure that our strategies remain appropriate for their ever-evolving needs.

Market fluctuations are inevitable, and we are dedicated to rebalancing our clients' investments back to the recommended asset allocation targets. This maintains their investment strategy at an appropriate level of risk and ensures long-term success. Our investment managers continually monitor each account, and we review every mutual fund, stock, and bond we use at least four times a year. Our rigorous investment monitoring process is comprehensive and ongoing, ensuring that our clients receive the best possible advice and investment options.

Our Core Services

Meridian is proud to offer an unparalleled level of service and personalization in the following areas of expertise:

• Retirement Plan Administration and Advisory Services: Our team specializes in providing customized retirement plan administration and advisory services, tailored to meet the unique needs of every client.
• Financial Planning: Our customized financial planning exemplifies Meridian's intensely personalized service. We work closely with our clients to understand their financial goals, risk tolerance, and unique circumstances, then develop a comprehensive plan designed to help them achieve their objectives.
• Investment Management: Our disciplined investment management process focuses on long-term success and is guided by rigorous research and analysis. We strive to deliver consistent, risk-adjusted returns and help our clients grow and protect their wealth.
• Trust Services: Our trust services provide a secure and reliable way for our clients to manage their assets and ensure their financial legacy. We offer a range of trust solutions tailored to meet the unique needs of every client.
• Digital Experience: We offer a state-of-the-art digital platform, providing our clients with secure and convenient access to their accounts, real-time performance data, and a range of online tools and resources.

Our Core Values

At Meridian, we are guided by a set of core values that define who we are and what we stand for:

• Trust: We prioritize building and maintaining the trust of our clients through transparency, integrity, and accountability.
• Loyalty: Our team is dedicated to serving our clients with loyalty and commitment, putting their interests first in every decision we make.
• Transparency: We strive for open and honest communication with our clients, ensuring that they have a clear understanding of our investment strategies, fees, and performance.

Welcome to the Meridian family. At Meridian, we consider each other family, and we extend that depth of care and commitment to our clients. When you meet with your partner at Meridian, our goal is to send you home feeling comfortable with your investments and confident that Meridian has your finances under control. We look forward to serving you and helping you achieve your financial goals.