ADDITIONAL INFORMATION

Meridian Investments

Additional Information

Meridian Investments (MII):  Our Track Record

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

(301) 983-5000

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

Terms and Conditions

INFORMATION ON THIS WEB SITE IS PROVIDED "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES, SO THE ABOVE EXCLUSION MAY NOT APPLY TO YOU.

Meridian Investments, Inc. may have patents or pending patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in these documents. The furnishing of these documents does not give you any license to these patents, trademarks, copyrights, or other intellectual property rights except as expressly provided in any written license agreement from Meridian Investments, Inc.

Information in these documents is subject to change without notice. While Meridian Investments, Inc. has used all reasonable efforts to ensure that the information contained in this site is accurate and up-to-date, changes in circumstances after the date of publication may impact upon the accuracy of the information. Meridian Investments, Inc. may make improvements and/or changes in the products and/or the programs described in this information at any time without notice. No part of these documents may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Meridian Investments, Inc. Permission to print one copy for personal use is hereby granted if your only means of access is electronic.

Any comments or materials sent to Meridian Investments, Inc. including feedback data, such as questions, comments, suggestions, or the like regarding the content of any such documents (collectively "Feedback"), shall be deemed to be non-confidential. Meridian Investments, Inc. shall have no obligation of any kind with respect to such Feedback and shall be free to reproduce, use, disclose, exhibit, display, transform, create derivative works and distribute the Feedback to others without limitation. Further, Meridian Investments, Inc. shall be free to use any ideas, concepts, know-how or techniques contained in such Feedback for any purpose whatsoever, including but not limited to developing, manufacturing and marketing products incorporating such Feedback.

Meridian Investments, Inc. makes no representations whatsoever about any other web site which you may access through this one. When you access a non-Meridian Investments, Inc. web site, please understand that it is independent from Meridian Investments, Inc., and that Meridian Investments, Inc. has no control over the content on that web site. In addition, a link to a non-Meridian Investments, Inc. web site does not mean that Meridian Investments, Inc. endorses or accepts any responsibility for the content, or the use, of such web site. It is up to you to take precautions to ensure that whatever you select for your use is free of such items as viruses, worms, Trojan horses and other items of a destructive nature.

IN NO EVENT WILL MERIDIAN INVESTMENTS, INC. BE LIABLE TO ANY PARTY FOR ANY DIRECT, INDIRECT, SPECIAL OR OTHER CONSEQUENTIAL DAMAGES FOR ANY USE OF THIS WEBSITE, OR ON ANY OTHER HYPERLINKED WEBSITE, INCLUDING, WITHOUT LIMITATION, ANY LOST PROFITS, BUSINESS INTERRUPTION, LOSS OF PROGRAMS OR OTHER DATA ON YOUR INFORMATION HANDLING SYSTEM OR OTHERWISE, EVEN IF WE ARE EXPRESSLY ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

Our Privacy Policy

Meridian Companies, LLC is committed to protecting the confidentiality of the information provided to us by our clients. This privacy policy applies to both current and former clients and customers of the Meridian Companies.
We collect non-public personal information about you from the various account related documents required by Meridian Investments, Inc., or information we receive from third parties, such as consumer reporting agencies. However, Meridian Investments does not share your non-public personal information with any unaffiliated third parties with whom we have no contractual business relationship, unless:
  • You give us written permission
  • It is vital to completing a transaction for your account
  • It is required to protect against fraud or comply with a subpoena or other court order
Meridian Companies, LLC restricts access to non-public personal information about you to those employees who have the need for that information to provide investment alternatives or services to you, or to employees who assist those who provide investment alternatives or services to you. We do not sell information about you to outside unaffiliated companies. Meridian Companies’ policies and procedures are designed to protect the confidentiality of our clients. We maintain physical, electronic and procedural safeguards to protect your non-public personal information.

Notice of Business Continuity Plans

Recognizing how important it is to you that we make every effort to keep the unexpected from interfering with our operations, we have developed a series of contingency and disaster recovery plans. These plans provide detailed, pre-tested procedures for dealing with events such as fires, power outages, evacuations, severe weather, destructive acts, and other circumstances that could disrupt business continuity.

The plans have three goals:
  • To prevent events and impacts that are within our control
  • To ensure the continued operation of all aspects of our business and services in any circumstances, to the extent possible
  • To speed the resumption of any disrupted business activities and the recovery of any lost data as quickly as reasonably possible with minimal interruption, depending on the nature and extent of the business disruption
Based on an enterprise-wide review of financial and operational risks, we have put in place contingency and disaster recovery plans that include these major elements:
  • Backup and recovery technologies for all mission-critical systems
  • Alternate customer communications systems, including rerouting of critical hotline numbers
  • Alternate physical site location
  • Access contingencies for technology and telecom systems
  • Procedures for notifying our business constituents
Our contingency and disaster recovery plans are reviewed and updated at least once a year to ensure that they allow for changes in technology, business operations, regulations, and physical facilities. This notice will be updated any time there are material changes. For a current copy of this notice, contact a Meridian Investments representative.

* Please note that Meridian Investments, Inc. does not maintain customer funds or securities.
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