Right now, whether you’re looking to rebuild your portfolio or just procrastinated on truly planning your financial future, you need an investment management team on your side who knows how to supercharge your returns while lowering your risk.

Mercer Advisors’ Investment Management service has a proven track record of over 25 years of success stories and a portfolio that has consistently performed, even in some of the worst economic times in decades.

 

This is a result of several unique factors that set Mercer Advisors apart from other investment firms:

• Investment in over 15,000 companies and 50 countries—an approach unheard of and inaccessible by
  most investors

• The ability to invest in an elite set of funds called, Institutional Funds, available to only the investment firms
   with an exceptional level of investing power

• Academically validated precise strategy

• Custom performance report on each and every investment dollar

• Mathematically driven custom rebalance ofportfolio quarterly

• Tax smart investing including:

• Customized portfolio for your tax bracket
• Active tax loss harvesting
• Investment strategies that maximize your after-tax return with every trade

The result is we are consistently able to provide the ultimate goal in investment – Higher Returns with Lower Risk – making Mercer Advisors one of the top fee-only investment management firms in the county:

• Over 3.2 billion in assets under management (AUM) for our investment clients ¹

• Ranked by Forbes.com as #10 on the Top 50 List of Fee-Only Advisory Firms in the Country¹

• Ranked by the Registered Investment Advisers (RIA) Database as #2 on their Top 50 Fee-Only Fast Movers List and #12 on their Top 50 Fee-Only RIA Giants List

• In the elite top 1% of over 20,000 investment advisors registered with the SEC

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.

 

 

¹Mercer 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. ²Forbes ranking is for Mercer Global Advisors Inc.
² Data from Bloomberg. These returns represent simulated portfolios, rebalanced quarterly to the model allocation. The returns presented are not a composite of actual accounts. Simulated returns reflect reinvestment of all estimated earnings less 1.10% management fees, 0.10%  estimated trading costs, and the internal mutual fund administrative expenses and transaction fees. Simulated returns do not necessarily portray how a portfolio would have performed because, among other factors, active management decisions may have been made based on material economic and market factors which at the time that could have impacted actual clients’ results. The index returns portrayed do not reflect the deduction of management, administrative, and transactional costs; thus index returns are higher than an actual investor would have received. Other indexes may more closely relate to the portfolio than that chosen. As always, past performance is not indicative of future returns. As with any investment program, there is the possibility for loss as well as gain. The Mercer Advisors Portfolio 100.35.3 invests entirely in equity securities, including stocks of smaller companies and stocks of non-US companies. This portfolio may not be appropriate for all investors. While clients may choose a portfolio whose equity portion is substantially different from Model 100.35.3, the 100.35.3 model portfolio represents Mercer Advisors’ overall investment philosophy. From January 1998 to March 1998, Mercer Advisors Portfolio 100.35.3 consisted of the following: 19.5% Scudder Equity 500 Index fund (BTIIX), 19.5% Dimensional US Large Value III fund (DFUVX), 13.0% Dimensional US Small Company fund (DFSTX), 13.0% Dimensional US Small Value fund (DFSVX), 8.4% Scudder EAFE Index fund (BTAEX), 8.4% Dimensional International Value III fund (DFVIX), 5.6% Dimensional International Small Company fund (DFISX), 5.6% Dimensional International Small Value fund (DISVX), 3.5% SSgA Emerging Markets fund (SSEMX), 3.5% Dimensional Closed-End Emerging Markets fund .From April 1998 to June 2003, Mercer Advisors Portfolio 100.35.3 consisted of the following: 19.5% BTIIX, 19.5% DFUVX, 13.0% DFSTX, 13.0% DFSVX, 8.4% BTAEX, 8.4% DFVIX, 5.6% DFISX, 5.6% DISVX, 3.5% SSEMX, 3.5% Dimensional Emerging Markets Value fund (DFEVX). From July 2003 to December 2007, the Mercer Portfolio 100.35.3 was changed slightly to the following composition: 19.5% BTIIX, 19.5% DFUVX, 13.0% DFSTX, 13.0% DFSVX, 8.5% BTAEX, 8.5% DFVIX, 5.5% DFISX, 5.5% DISVX, 1.0% SSEMX, 3.5% DFEVX, 2.5% DFA Emerging Markets Small Cap fund (DEMSX). In January 2008, the Mercer Portfolio 100.35.3 was changed slightly to the following Composition: 19.5% BTIIX, 19.5% DFUVX, 13.0% DFSTX, 13.0% DFA US Targeted Value Fund (DFFVX), 8.5% BTAEX, 8.5% DFVIX, 5.5% DFISX, 5.5% DISVX, 1.0% SSEMX, 3.5% DFEVX, 2.5% DEMSX. Index returns from Standard & Poor’s and MSCI.