Denver, CO. October 6, 2021. Mercer Global Advisors Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA) firm, today announced that the firm has launched a new business group within Mercer Advisors designed specifically to provide institutional investment management and financial educational services to small and mid-sized businesses. This segment of the market has traditionally been under-served by established investment and wealth management firms.

Mercer Advisors has a rich history of serving small to medium sized businesses and has significantly expanded those capabilities through several acquisitions in recent years. Building upon Mercer Advisors’ success in providing investment management services in the institutional marketplace with over $3B in assets under management, the new Institutional Group will service three growing markets: Foundations and Endowments, Retirement Plans and Pensions, and Financial Wellness in the Workplace.

“Over the last few years, our inorganic growth strategy of M&A has provided us with dividends beyond just AUM growth,” said Dave Welling, Mercer Advisors CEO. “Several of our new partners have deep expertise and a focus on the institutional space. Combined with Mercer Advisors’ rich legacy of serving these markets, the new Institutional Group provides a tremendous opportunity for growth by  providing more businesses with an experienced and dedicated partner to serve their needs.”

Key to the success and differentiation of Mercer Advisors’ Institutional Group is a fiduciary focus with a clear priority on process to ensure client interests are put first. As part of that approach, Mercer Advisor’s investment methodology is academically driven, transparent, and robust. This scientific approach is designed to help institutional clients achieve investment goals and sustain spending objectives on an inflation-adjusted basis, in perpetuity.

The institutional investment team builds portfolios that aim to maximize long-term expected returns, minimize risks, and do so at low cost. Mercer Advisors’ offering is a strong differentiator and value added offering, typically not available in the small to mid-size marketplace.

As part of the formation of the Institutional Group, Mercer Advisors has also named several practice leaders to guide the development of the offering and provide deep subject matter expertise to clients. The Practice leaders named to the Foundation & Endowments group are Stephanie Anderson, Bill Berg, Mark Eshman, Harmon Laurin and Mark Smith. For the Retirement plan segment the Practice leaders are David Carmichael, Jaron Carmichael, Jessica Caruso, Ron Kibbe, Tim Rowland, and Jim Ryan. Paul Seidman was also named as Senior Vice President of Business Development focused on institutional clients.

“Our goal is to capitalize on our large group of talented, seasoned specialists who bring expertise, process, and comprehensive investment solutions to service more clients,” said Karen Lee, Chief Business Solutions Officer for Mercer Advisors and Business Lead for the new Institutional Group. “We see a tremendous opportunity in the Institutional space and will continue to invest in our capabilities to further expand Mercer Advisors as a leading national RIA firm.”

About Mercer Advisors

Established in 1985, Mercer Global Advisors Inc. (“Mercer Advisors”) is a full-service wealth management firm that specializes in providing investment advice, financial and estate planning, and taxes, and corporate trustee and trust administration services. It is one of the largest Registered Investment Advisers and financial planning firms in the U.S. with ~$32.5 billion in client assets. Headquartered in Denver, Mercer Advisors is privately held, has over 600 employees, and operates nationally across the country with 60 locations. Mercer Advisors, Inc. is a parent company of Mercer Global Advisors Inc. (RIA), majority owned by both Oak Hill Capital and Genstar Capital. Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. Employees of Mercer Global Advisors serve as officers of MAIS. For Mercer Global Advisors clients who wish to purchase insurance products, MAIS has entered into a non-exclusive referral agreement with Strategic Partner(s). More information about MAIS and our Strategic Partners may be found in our Form ADV 2A. Visit us at www.merceradvisors.com.

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.

Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning documentation preparation and other legal advice is provided through its affiliation with Advanced Services Law Group, Inc.

Data as of August 30, 2021. AUM includes affiliates and wholly owned subsidiaries announced to date.