Our Firm
Coburn & Meredith was founded in 1934 with the singular purpose of representing individuals and institutions in the capital markets. We have not strayed from that guiding principal, and today our clients' financial needs are met through a vast array of investment products and technologically advanced services.
Guided by our conservative, pro-active business philosophy, we have withstood the test of time in an often complex financial world. It is this stability, and commitment to our clients that has allowed us to enjoy our enviable reputation as a service oriented investment boutique. At Coburn & Meredith, our entire team - from senior management and financial advisors, to support staff - is focused on the client. At every area of investment planning our high service standards remains the cornerstone of our strength.
In order to provide our clients with the highest quality of investment services and custodianship of client assets we utilize 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 our people, form the foundation from which Coburn & Meredith seeks to provide strength, service, stability, and protection of our client's assets.
As a full service investment firm, Coburn and Meredith offers a highly personalized approach to the specific needs of our clients. Our 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 us 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 (FINRA) and the Securities Investor Protection Corporation (SIPC). Securities held in your account are protected up to the total amount in the account.
Client assets are protected by SIPC. Congress created SIPC in 1970 to protect clients of member securities firms that may fail or be liquidated. If any securities or cash are missing from eligible client accounts, the corporation steps in to replace those securities and cash. SIPC provides $500,000 of net equity protection, including $100,000 for claims for cash awaiting reinvestment. SIPC does not protect against losses from the rise and fall in the market value of investments. See www.sipc.org for further information about SIPC.
Client assets are further protected by Excess SIPC. Pershing LLC also provides additional account protection beyond SIPC, commonly known as “Excess SIPC.” They provide account protection for the full net equity of your securities positions and cash in your account. Net equity refers to the value of your securities, plus cash, minus any amount that may be owed, such as a margin loan. Of that total, SIPC provides $500,000 of net equity protection, including $100,000 for claims for cash awaiting reinvestment.
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