Having a clear understanding of your investments helps you work toward achieving your financial goals with confidence. The diversified investment portfolio we create for you uses our Asset Optimization® program, designed using Nobel Prize-winning findings in economics and investment science.

Asset Optimization® Highlights

• Creates the right investment plan for you by aligning your returns with your risk toleration
• Delivers balanced and diversified investments
• Reveals the hidden costs of your funds
• Minimizes the tax consequences of investments
• Allows you to enjoy the most return possible without worrying about short-term market activity

Knowing Your Risk Tolerance

In order to create your portfolio, our investment team considers it imperative to understand your investment risk tolerance.

They’ll have you complete our Volatility Tolerance Questionnaire (VTQ), that measures your tolerance and can show you outcomes you’ve may have never seen with other firms.

The Right Funds for the Right Returns

We invest in institutional-grade asset class funds and managed accounts that are scientifically designed to produce consistently better results with fewer costs.

Institutional Funds and Managed Account Highlights

• Serve a more stable class of investors
• Have first access to breakthrough investment research
• Have greater trading power in the market
• Charge lower fees

Ongoing Adjustments and Optimization

Once your investments are in place, our investment team proactively manages your accounts by:

• Looking for tax benefits by harvesting losses
• Offsetting gains
• Rebalancing your portfolio design to protect you from rising risk levels
• Looking for new investment opportunities
• Reevaluating the progress of a variety of investment strategies

In short, we deliver the best investment strategies to our clients using scientifically tried-and-true investment strategies for delivering phenomenal, consistent results today, and far into your future.

To supercharge your investments and get on the road to financial freedom, contact your local Mercer Advisors office today to learn more and to get on the road to success and financial freedom or call us today at 1-877-254-1494.