Last Updated December 12, 2019

Cookie Notice & Privacy Policy

At Mercer Advisors, our most valuable asset is the relationship we maintain with our clients. We honor and serve this relationship by maintaining the highest standards of trust and confidence, which includes the safeguarding of client information. Mercer Advisors is dedicated to the enhancement of our clients’ personal, professional, and financial lives. Together, we work to deliver cutting-edge products and services to our clients.

It is important, where appropriate, for Mercer Advisors to be able to share client information with both affiliated and non-affiliated business partners, (i.e., third-party 401(k) plan administrators, asset custodians such as Schwab, TD Ameritrade, Fidelity, or E*TRADE) all of whom support a variety of Mercer Advisors programs and services. Sharing pertinent information allows Mercer Advisors to maximize the level and breadth of services available to our clients. This collaborative environment and initiative create a process that offers an extensive range of personal, professional, and financial products and services, available through a single resource. The resulting convenience and cost efficiencies available to our clients are invaluable.

OUR CLIENTS’ PRIVACY IS NOT FOR SALE. Mercer Advisors does not and will not sell non-public personal client information to anyone, for any reason, at any time.

The types of personal information that may be collected, maintained by, and/or shared with affiliated and non-affiliated business partners can include: name, address, phone number(s), fax number(s), e-mail addresses, and other forms of private/proprietary information that may include income, assets, current investments, investment experience, and/or business data.

MERCER ADVISORS’ PROTECTION OF PERSONAL CLIENT INFORMATION

The confidence and trust placed in Mercer Advisors by our clients is held in the highest regard; Mercer Advisors has taken extraordinary measures to:

  • Ensure continuous confidentiality of all client data – biographical, professional, and financial;
  • Ensure the physical and electronic security of all client records;
  • Protect against any anticipated threat to the security of such records;
  • Protect against any unauthorized access to such records.
  • Mercer Advisors employs numerous checks and balances in order to ensure the confidentiality of all client data, including but not limited to:
  • Storage of all hardcopy client records in a secured room and/or in an alarmed and locked building;
  • Computer software encryption, firewalls, and passwords limit electronic access to confidential client data;
  • Where appropriate, affiliated and non-affiliated companies are required to execute nondisclosure agreement(s) regarding the use and disclosure of any confidential client information;
  • Each employee is required to execute an employment agreement which assures absolute confidentiality of all company client data both during and post-employment;
  • Client data is disseminated within Mercer Advisors only on an as-needed basis and in accordance with and subject to all applicable employee conduct and policy guidelines;
  • Written and electronic communication policy maintains that all information contained within any company system remains the sole property of Mercer Advisors;
  • An exit interview is conducted wherein a terminated employee must affirm that he or she has returned to the originator, or left within his or her department, all proprietary information previously held within said employee’s possession;
  • Immediate revocation of employee access to all proprietary data upon termination of employment.

This policy applies to individual consumers who are clients or former clients of Mercer Advisors. If you close your Mercer Advisors account(s) and transfer to another firm, we may share your information with your new broker/dealer, custodian, and/or advisor during the transfer process.

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The Science of Economic Freedom website should not be construed by any consumer and/or prospective client as Mercer Advisors’ solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on the SOEF website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Mercer Advisors.