We provide personalized investment management services for all your financial needs, including personal accounts, retirement plan accounts, rollover IRAs, trust accounts, and college funding strategies, just to name a few.
We are devoted to finding a long-term investment plan built specifically to help you reach your goals.
Investment
Management
We maximize your investments to meet
your financial goals.
We build relationships with people, not just their money.
01
LISTENING TO YOU AND YOUR FAMILY.
The first step is getting to know you. What is important to you? What is your investment history? Do you consider yourself to be a conservative investor, an aggressive investor, or somewhere in between? We want to hear and understand you.
02
DEFINING YOUR INVESTMENT
GOALS AND CONSTRAINTS.
We help you articulate your goals after analyzing your financial situation. We consider your tax situation, investment time horizon, risk tolerance, and other circumstances unique to you.
03
FORMULATING A CUSTOMIZED
INVESTMENT PLAN.
Your investment plan will be customized based upon your goals, risk tolerance, and liquidity needs. We then determine an asset allocation designed to meet your goals.
04
SELECTING SPECIFIC INVESTMENTS.
We select and continually monitor the specific investments in your portfolio. Our careful analysis will determine the optimal stocks, bonds, mutual funds, and ETFs to reach your goals.
NEED HELP WITH YOUR INVESTMENT STRATEGY?
Get in touch with us.
SERVICES
© 2018-2022 Meridian Trust & Investment Company, LLC. • Facebook • Twitter • LinkedIn • Website by: Forty-Second Street, Inc.
CONTACT
For more detailed information about Meridian Trust, contact Ashley Thomas at 865.342.4447 or athomas@trustmeridian.com.
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