Question

Does Mercer Advisors recommend avoiding IPOs entirely?

Answer

Not entirely — but we do urge patience and a systematic approach. Mercer Advisors does not recommend rushing in at the IPO price, which is typically set at a moment of peak excitement. Instead, our investment strategies are designed to gain exposure to high-profile companies like SpaceX organically, as they become meaningful constituents of the market indices we track. This path allows clients to participate in long-term upside without taking on the concentrated risk and volatility that characterize the early trading period.

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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