Portfolio Cost Management
Lower fees through institutional investing.
The discussion of fees is one that is too often glossed over by financial professionals. By generalizing or rushing through this important wealth management topic, they are able to avoid the specifics regarding how the investment advisor, the fund manager, the service providers and even the government are paid for their services.
This lack of transparency – or at its worst, concealment – is problematic throughout the entire investment process. Many investors just assume that this is a necessary expense of investing. Yet, when the mechanics of cost are understood, there are opportunities to manage these expenses in order to reduce their impact on your portfolio.
As a fiduciary, Mercer Advisors is committed to complete fee transparency. Our philosophy involves understanding exactly what it costs to run your portfolio and then reducing costs at every level. Some examples include:
- Our investing power allows you access to institutional funds — not available to the general investor — which carry lower fees, a more stable cash flow and experience less style drift than retail funds
- Most institutional funds also offset their costs with lending revenue
- Our investment management returns are all reported after fees have been paid
- Our portfolio investments carry no front-end or back-end loads (i.e.,sales commissions)
- Our fee increases only when your portfolio grows, thus we are not incented to churn holdings within your portfolio in order to generate revenue
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 are for Mercer Global Advisors Inc.
