ABOUT

Meridian Investments

About

(301) 983-5000

Bethesda, MD · Atlanta, GA · Chicago, IL · Louisville, KY

Decades of Investment Experience

Founded in 1981, Meridian Investments is a broker / dealer and a member of the Financial Industry Regulatory Authority (FINRA) and
Securities Investor Protection Corporation (SIPC).

We are fully licensed to sell direct participation programs and other forms of securities. Meridian Investments is a national leader in placing corporate investors in the following tax-advantaged investments codified by the IRS:
  • Affordable housing (Section 42)
  • Historic rehabilitation (Section 47)
  • Alternative fuels (Section 29)
  • Renewable energy (Section 45)
  • Like-kind exchanges (Section 1031)
  • New markets tax credits (Section 45D)
  • Tax credit remarkets

Over 200 Institutional Clients

Meridian Investments has served over 200 institutional clients over the years, many of which are Fortune 500 companies.
  • Food and hospitality companies
  • Global financial services firms
  • Global Internet platform and software companies
  • Government-sponsored agencies
  • Integrated real estate firms
  • Major money center banks
  • National insurance companies
  • Public and rural utilities
  • Service and communications companies
  • Transportation and defense companies
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