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Kimball & Cross Investment Management Corp.


Kimball & Cross Investment Management Corp. is a member of NASD, the National Association of Securities Dealers. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
The Company has grown from its legacy as a partnership serving Massachusetts investors since 1881 into an emerging, global private equity investment banking and investment management firm. Kimball & Cross recognizes the differing investment needs among institutional and individual investors.Their mission is to develop the correct strategy to meet each client's investment objectives. Establishing relationships consistent with the firm's tradition of service, while offering the widest possible array of investment products, services, and informational resources is the cornerstone in achieving that mission.
 
They have an experienced team of investment executives in Boston and New York dedicated to provide those products and services best suited to meet the specific needs of each Kimball & Cross client. Transactions of securities listed on the New York, American and other regional stock exchanges and traded on the NASDAQ markets. Their Mutual Funds are open and closed end investment company products. They offer Individual Retirement Account, Simple IRA, Roth, 401k, Profit sharing and money purchase plans.
 
They also offer college saving plans such as 529 plans, Education IRAs. Private Investments in Public Equities securities, which may be comprised of debt or equity or a combination of both, are typically sold at a discount to a small group of accredited investors and institutional buyers seeking to acquire positions in desirable companies. 
 
At Kimball & Cross they are dedicated to protecting customer information. They value your trust and want you to understand what information they obtain, how Kimball & Cross uses this information, and how they protect it.
 
Kimball & Cross will not share non-public information about customers with third parties with the exception of the securities vendors they use to serve your securities brokerage needs as permits by law. The Company has created their Privacy Policy to annually communicate their privacy commitment to you.

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