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Mead, Adam & Co.
       
 
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Mead, Adam & Co.
 
 
Overview: 

At Mead, Adam & Co., our goal is for all clients to have peace of mind and real financial security throughout their lives.  We can even assist our clients in providing for future generations and charitable organizations.  We accomplish this goal through the use of time tested investment methods and exemplary personal service.   Mead, Adam & Co. manages marketable securities on a discretionary basis for individuals, IRA rollovers, 401(k)s, trusts, pension and profit sharing plans, foundations, endowments and corporations. Our firm was incorporated in 1970 and registered in 1972 as an investment adviser under the Investment Advisers Act of 1940. Mead, Adam has successfully provided personalized investment counseling services to clients for over 30 years.  

The primary focus at Mead, Adam is the client. We are devoted to assisting our clients in reaching realistic long-term financial goals. We work closely with our clients to understand their financial goals, their values and their life circumstances. This is the first step in providing sound financial advice.  Helping our clients to achieve their financial goals requires a combination of successful portfolio management and a clear understanding of their total financial situation. In an effort to provide sound investment advice, we often work with our client's estate attorney, accountant and/or tax accountant. We also seek to engage our clients in an educational process of understanding the long-term relationship between their rate of return expectations and their risk tolerance. Finally, we work with our clients to establish financial goals as their objectives or life circumstances change. These primary themes provide the greatest potential for client satisfaction and loyalty, coupled with long-term building of wealth.


 
 
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