City Securities Corp.

Institutional Investor Indiana, United States ·Founded 1924

Overview

Established in 1924, City Securities Corp. is the oldest and largest independent, full-service investment firm in Indiana. The firm specializes in investment management and advisory services for individuals and businesses, offering a wide array of investment and insurance products and services to assist clients in reaching their financial goals. City Securities has earned a reputation as Indiana’s preeminent municipal bond underwriter, managing or co-managing over 60% of the state’s municipal bond issues. The firm's services include investment banking, wealth management, institutional sales and trading, corporate finance, structured finance, and insurance. With offices located throughout Indiana, City Securities offers personalized financial solutions to a diverse clientele, including individuals, businesses, and government entities. The firm is independently owned and operated by Indiana residents, reflecting its deep roots in the local community. In 2016, City Securities Corp. was acquired by Stifel Financial Corp., a financial services holding company headquartered in St. Louis, Missouri. This acquisition expanded Stifel's presence in the Midwest and enhanced its capabilities in wealth management and public finance services. Despite the acquisition, City Securities continues to operate under its own name, maintaining its commitment to providing comprehensive financial services to its clients across Indiana.

Investment Focus

  • Accredited investors only
  • Long-term investment horizon
  • Diversified portfolio strategies
  • Compliance with regulatory requirements
  • Due diligence process
  • Alignment with investment objectives
  • Adherence to risk tolerance levels
  • Commitment to ethical investment practices
  • Understanding of market dynamics
  • Willingness to engage in active portfolio management
  • Acceptance of potential market fluctuations
  • Openness to alternative investment opportunities
  • Capacity for illiquid investments
  • Interest in supporting local economic development

Portfolio Companies

Indiana Municipal Power AgencyIndiana Finance AuthorityCity of IndianapolisCity of Fort WayneCity of EvansvilleCity of South BendCity of BloomingtonCity of LafayetteCity of MuncieCity of KokomoCity of Terre HauteCity of AndersonCity of GaryCity of HammondCity of Carmel

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Frequently asked questions about City Securities Corp.

What sectors does City Securities Corp. invest in?

City Securities Corp. invests in Financial Services, Real Estate, Insurance, Asset Management, Investment Banking and Wealth Management, and is based in Indiana, United States. City Securities Corp. is listed as a institutional investor in the ConnectSafely investor database.

What stage does City Securities Corp. invest at?

City Securities Corp. backs companies at Pre-Seed, Seed, Early Stage, Series A, Series B and Growth, writing cheques of 1M - 50M.

Which regions does City Securities Corp. invest in?

City Securities Corp. invests across United States.

What companies has City Securities Corp. invested in?

City Securities Corp.'s portfolio includes Indiana Municipal Power Agency, Indiana Finance Authority, City of Indianapolis, City of Fort Wayne, City of Evansville, City of South Bend, City of Bloomington and City of Lafayette.

Last updated · Source: ConnectSafely investor database