Meadows Corporation was founded to provide succession and joint venture options to premier small and mid-sized investment advisory firms. Whether an investment advisor is simply seeking affiliation with a firm to provide regulatory compliance and administrative services, or seeking to transition ownership in such a way as to maximize the value they receive for their firm, Meadows provides a flexible platform backed by substantial institutional resources.
Through an affiliated independent trust company, Meadows provides institutional administration, asset custody, brokerage, research and regulatory compliance services under a fiduciary umbrella. These services free investment advisors to focus on their core interests of client development and investment management services.
Meadows works with advisors to create customized ownership transition arrangements that facilitate advisors' retirement at the pace they want, with the ultimate realization that their clients will continue to benefit from the premier investment advisory services to which they are accustomed.
With decades of experience developing and nurturing close client and partner relationships, Meadows' management focus is on delivering creative and beneficial solutions.
Because we have always operated under a fiduciary standard we have developed a culture of compliance supported by tested processes and procedures that ensure clients' interests are always served first.
Strategic relationships with world-class service providers in specialities ranging from asset administration and custody to asset protection and tax expertise, provide a broad array of services to meet individual client needs.