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Our Investment Services

The Firm has provided unparalleled investment services for high net worth individuals and institutional clients. Our trained representatives have defined individual investment objectives and have formulated plans to best achieve them. We have a number of clients that depend on their investment accounts to provide the majority of their living income and we have structured their investment accounts to strike a balance between growth and income with a goal to have the investment income continue for as long as needed. The company has evolved from essentially underwriting municipal bonds and financial advisory services to include equity markets. These products include:

  • Financial Advisory Services to Municipalities
  • Stocks, Bonds, Mutual Funds
  • Variable Annuities
  • Money Market Accounts
  • Cash Management Accounts
  • Financial Planning
  • Retirement Planning
  • Money Management and Asset Consulting Services
  • Private Placement of Debt and Securities
  • Underwriting Public Issues
  • Competitive Bidding of Public Issues
  • Valuation Services
  • Block Bid Services for Large Institutional and Private Investors

Additional Information

Our Firm and our clearing firm use various mission critical systems to provide services to our customers. The use of an electronic display platform provided by Bloomberg allows our municipal offerings to be seen by broker/dealers and institutional investors nationwide. It is recognized by the FINRA, SEC, NYSE, and NASDAQ as an industry wide accepted means of advertising securities owned and offered by broker/dealers throughout the United States. Not only does it list municipal bonds, it also includes a database of corporate stocks, etc.

The Firm has subscribed to this service for approximately twenty years. Bloomberg Pick Municipal Bond Offering Service has an average in excess of 15,000 municipal bond offerings daily with an average par amount of bonds in excess of $5,000,000,000.00 daily.

Quality of service is also important. Even though most bankers provide the same services they may not provide the same level of service. Through concentration of its resources, M.E. Allison & Co. has been able to provide its clients with the day-to-day attention and accessibility, which they demand.

Neither any of the Firm’s registered representatives nor its employees have received any disciplinary actions by any State or federal regulatory body in the past five years.