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We created the firm we’d
want for our own families.

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AboutMeristem

Our Ethos

Investment

How We Help

Trust Company

OurValues

CLIENT FIRST
We act in our client’s best interests at all times.

PASSION FOR THE CRAFT
We execute our roles with the highest standards of professionalism.

DRIVEN TO SUCCEED
We expect high performance of ourselves and our outcomes.

HUMBLY CONFIDENT
We have conviction in our actions, but remain open-minded and grounded.

OWN IT TOGETHER
We play as a team, within the firm and with our clients.

EVOLVING & INNOVATIVE
We grow with our clients and embrace new opportunities.

CompanyProfile

FOUNDED IN 1999 AS A REGISTERED INVESTMENT ADVISOR

OFFICES IN Minnesota, Florida, South Dakota, & Arizona

40+ EMPLOYEES

SERVING 184 FAMILIES ACROSS 37 STATES AND 4 COUNTRIES

ASSETS UNDER MANAGEMENT OVER $3.9B

MERISTEM TRUST COMPANY, BASED IN SIOUX FALLS, SD

We Serve ClientsWhere they Are

meristem-clients

Office in Scottsdale, AZ

Office in Minnetonka, MN

Trust Company in Sioux Falls, SD

Office in Naples, FL