Mercer Advisors, Inc.

Our Mission

Mercer Advisors is a total wealth management firm that provides comprehensive financial planning and investment management services. Dedicated to improving the lives of our clients both today and through their retirement, we help them to develop a clear vision of their life goals. We then support their journey by providing comprehensive and coordinated wealth management advice that encompasses all areas of their financial life.

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Mercer Advisors Investments

In The Market

For more than 27 years, we have used a systematic approach to combine select award-winning and academically validated strategies into real-world investment success stories.

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Mercer Advisors Portfolio Management

Beyond the Market

Mercer Advisors implements a Beyond-the-Market strategy that couples rebalancing, tax management, distribution management and the reduction of operating and trading costs to enhance the market returns generated within our clients' portfolios. These beyond-market strategies provide incremental return for compounded investment success.

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Financial Planning

Techniques of Quantitative Investing

Beyond the widely publicized options, a very different strategy has rewarded Mercer Advisors' clients for many years: Quantitative Investing.
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Workshops

Momentum Investing

We are always seeking academically validated strategies to reduce risk and increase return within our client portfolios. The story of Momentum is a captivating development in investment strategy.
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Consulting

Lack of Alignment Brings Chaos

On May 6, 2010, a combination of technology and emotion drove the market down almost 1000 points and back up nearly 700 points in less time than some people take for lunch. What did we learn?
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Transitions

25 Years of Creating Success with Context

More than managing investments, our role is to faciliate outcomes — ensuring our clients' total financial success in order for them to achieve their life goals and a comfortable retirement.
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NEWS AND UPDATES

Watch and learn about Mercer Advisors investment products.

Five new videos have been added to our video library that outline our Quantitative Investment Strategy in and beyond the market as well as our Asset Optimization Portfolios, Tax-managed Separate Accounts and Fixed Income Separate Accounts.
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Is the debt ceiling made of glass?

Our recent Perspectives newsletter explains the debt ceiling and its possible impact on investments, including the ramifications of a downgraded credit rating.
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Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Forbes and Investment News rankings for investment management-related information are for Mercer Global Advisors Inc.