Mercer Advisors’ investment selection process is guided by client-specific factors including financial goals, risk tolerance, tax situation, and time horizon. Portfolios are constructed using a mix of third-party investment vehicles based on suitability, cost, and performance criteria. Mercer Advisors’ investment committee oversees the process, and no advisor receives additional compensation for recommending any specific product or fund family. Portfolio construction anchored to a client’s full financial plan — not to product incentives — is one of the strongest signals a prospect can look for when evaluating an advisor.
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.
