Mercer Advisors seeks to grow our clients’ wealth in keeping with their financial and lifestyle goals—our bespoke approach has led to positive results for thousands of clients since 1981. We use cutting-edge financial research to help power returns for families, individuals, and firms of all sizes.
Personalized to your family’s needs
Investments that meet your, not our firm’s, needs
Academically-grounded
Investment decisions rooted in cutting-edge financial research
Cost-efficient
Our scale allows us to minimize costs while maximizing sophistication
Professionally monitored
Your portfolio will be overseen and monitored by our professional investors
Our commitment to our clients doesn’t stop with portfolio management.
We also include the following services alongside wealth management:
Company statistics a of 06/30/2023. AUM data refers to client assets under management (AUM) and client asset under advisement (AUA) by both Mercer Global Advisors Inc. and Regis Management Company. Regis Management Company is a tradename used by Regis Acquisition, Inc. Mercer Global Advisors Inc. and Regis Acquisition, Inc. are affiliated SEC registered investment advisers and deliver investment advisory and family office related services. Mercer Global Advisors Inc. and Regis Acquisition, Inc., are subsidiaries of Mercer Advisors Inc., a parent company not involved with investment services. Data also includes assets gained from recent acquisitions where the advisory agreements have been assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to Mercer Global Advisors’ portfolio management system. Please note, past performance is not a guarantee of future results.
All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. 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. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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