Mercer Advisors Acts as a Fiduciary to Your Organization and Helps You Achieve Your Mission
We offer the full spectrum of value-added services which include:
- Investment management and planning for endowments, capital funds and operating funds
- Working with non-profit boards on investment policy statements and asset allocation strategy
- Planning for grants and other distributions; spending policy analysis
- Board education, particularly with respect to the fiduciary obligations of all parties
- Analysis of appropriate portfolio approaches, including environmental, social, and corporate governance (ESG) considerations.