Question

Will Mercer Advisors’ investment strategies ever include SpaceX?

Answer

Yes — over time and through a systematic process. As SpaceX’s float increases (for example, as lockup periods expire and more shares become freely tradable), the stock can become a more meaningful constituent of the market indices Mercer Advisors’ strategies track. At that point, our clients can gain proportionate exposure automatically as part of a diversified portfolio — without the need to make a concentrated, timing-dependent bet at the moment of the IPO.

About Mercer Advisors

We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

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