The oldest privately owned investment firm in the State of Texas
M.E. Allison & Co., Inc. is relying on the Securities and Exchange Commission's Order under Section 206A of the Investment Advisers Act of 1940 granting exemptions from specified provisions of the Investment Advisers Act and certain rules thereunder. The filing and delivery of the Firm's Form ADV, Form ADV Part II and/or its brochure supplement will be filed and delivered to its customers as soon as practical, but no later than 45 days after March 30, 2020.
Focused On Providing Unparalleled Investment Services to Our Clients
Founded in San Antonio, Texas in 1946, M.E. Allison & Co., Inc. is the oldest privately owned investment firm in the State of Texas. Since its inception, the firm has continued to operate out of its corporate offices in San Antonio. M.E. Allison & Co., Inc. is a full service independent broker/dealer. Our firm operates as an introducing firm on a fully disclosed basis.
The firm began its business by providing financial advisory and underwriting services to municipal entities across Texas. M.E. Allison & Co., Inc. was a founding member of the Municipal Advisory Council of Texas and played a fundamental part in developing the infrastructure of Texas. Some of its accomplishments include:
- Funding the first toll bridge with bonds
- Funding the second housing bond issue in Texas
- Underwriting the first advance refunding bond issue in Texas
- Funding the first industrial revenue bond issue
- Funding the first water transportation pipeline in Texas
- Funding the first swimming pool in Texas with revenue bonds
What We Offer Our Clients
M.E. Allison & Co., Inc. is a regional Firm and believes the most important quality that separates it from more bureaucratic organizations is personalized service. We know our customers and realize they have different needs. M.E. Allison & Co., Inc. tries to anticipate customers’ needs and fulfill them expeditiously.
Wide Variety of Investment Products.
Because the Firm does not generate products internally there is no incentive to sell one product over another. We compare various competing products and find the one that is right for our customers.
Experienced Investment Professionals.
Our investment representatives have an average of over 25 years in the investment business. Continuing education is emphasized so our representatives can stay abreast of the ever-changing regulatory landscape and investment products.
Integrity and Reputation.
One of the Firm’s most important achievements has been operating for over sixty years. This represents our commitment to the highest ethical standards and practices for our clients. We stand behind our service.