Centaurus Financial - we invest in your success
CuraDebit Free Debt Analysis
  Home > Financial Services > Stock Brokers > Coburn & Meredith, Inc.

Coburn & Meredith, Inc.




Coburn & Meredith was founded in 1934 with the singular purpose of representing individuals and institutions in the capital markets. The firm has not strayed from that guiding principal, and today their clients' financial needs are met through a vast assortment of investment products and technologically advanced services.

Guided by a conservative, pro-active business philosophy, they have withstood the test of time in an often complex financial world. It is this stability, and commitment to their clients that has allowed them to enjoy the enviable reputation as a service oriented investment boutique. The entire team at Coburn & Meredith, from senior management and financial advisors, to support staff, is focused on the client. At every area of investment planning their high service standards remains the cornerstone of their strength.

In order to provide their clients with the highest quality of investment services and custodianship of client assets the firm utilizes Pershing LLC, a division of the Bank of New York, one of the leading international investment banking and securities firms in the world. This correspondent relationship, along with their people, forms the foundation from which Coburn & Meredith seeks to provide strength, service, stability, and protection of their client's assets.

As a full service investment firm, Coburn and Meredith offers a highly personalized approach to the specific needs of their clients. Their financial professionals are able to act as unbiased advisors, implementing sound investment strategies, and selecting from a comprehensive menu of state of the art products and services. This relationship-based approach allows the firm to provide the advice you can count on from people you can trust.

Coburn & Meredith is a member of the National Association of Securities Dealers (NASD) and the Securities Investor Protection Corporation (SIPC). Securities held in your account are protected up to the total amount in the account. Of this total, The SIPC provides $500,000 of coverage, including $100,000 for claims for cash. Pershing provides the remaining coverage, on securities only, through a commercial insurer.

Utilizing a variety of asset management programs to help you achieve your long-term financial goals, Coburn & Meredith offers fee-based accounts, and access to some of the world's leading equity, fixed income, and hedge fund managers. They also offer a comprehensive program of load and no load mutual funds that help to address various portfolio diversification issues, tax considerations, and asset allocations strategies.

Financial Services Companies all are here at FinancialBrowsers.com

Permission is granted to reproduce this article as long as the above resource paragraph is left intact with active links.

Back to Stock Brokers

 
 
Infinit-i