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.


Since its inception in 1986, the Low Income Housing Tax Credit (LIHTC) program has helped meet U.S. affordable housing demands by stimulating the production of nearly 2.4 million affordable homes and supporting an estimated 95,000 jobs annually.


We would like to hear from you. Please send us any questions or inquiries, and we will get back to you as soon as possible.