Meridian Trust & Investment Company, LLC Email Format

Investment ManagementTennessee, United States11-50 Employees

Meridian Trust & Investment Company, LLC is a financial counseling firm headquartered in Knoxville, Tennessee. The company provides portfolio management, financial planning, retirement plan administration, and trust services, serving clients who seek asset preservation and risk management across personal, trust, retirement, rollover IRA, and education savings accounts. Founded after being granted trust powers in 1997, Meridian has grown to manage over a billion dollars in assets and emphasizes designing long-term, personalized investment plans that reflect individual goals, risk tolerance, tax considerations, time horizons, and other client-specific factors. The firm monitors and periodically rebalances investments to pursue stated objectives, addressing a spectrum of investor profiles from aggressive to conservative. Meridian operates within the investment management industry and positions itself as a fiduciary-oriented advisory partner for clients seeking comprehensive wealth management solutions.

Sign up for free to view info

Company overview Employee directory