City: Iowa City
3rd time on the list
This is World Trend Financial’s third time on the Fastest Growing Companies list.
The company first appeared on the Fastest Growing Companies list in 2008 at No. 14 with 67 percent growth and returned last year at No. 14 once again, with 79.4 percent growth.
“World Trend’s growth is largely a result of our consistent investment approach,” President Tory Meiborg stated in an email. “While we are sensitive to current market conditions, we have never let it affect how we manage our clients’ portfolios.”
During recent years, the company shifted toward fee-based management and away from traditional brokerage. It also offers individual retirement, estate and education planning. Other services include portfolio analysis, business employee retirement plans, insurance analysis and consulting services.
World Trend Financial partners with accounting firm Terry, Lockridge and Dunn to provide services for clients.