Whether working, retired, or somewhere in between, our investment advisors ensure each client’s portfolio is tailored to meet his or her unique needs.
You invest to achieve specific financial goals. Our role is to ensure our portfolio management reliably helps clients achieve those goals. But investment returns are not free; the more return sought, the more risk must be undertaken. Our globally diversified, low-cost portfolios can deliver the highest probability of investment success.
Factor investing, also called “scientific” or “rules-based” investing, is an investment approach that invests in companies exhibiting certain quantifiable characteristics that have demonstrated through academic research to deliver superior risk-adjusted returns over time—not every time, but over time. Academic research suggests that overweighting certain factor exposures, such as value and momentum stocks, can add an additional 2% return annually over time on an equity index-based investment portfolio.1
You’ve likely heard the phrase “buy low and sell high.” This systematic rebalancing: a methodical, non-emotional exercise of simultaneously selling outperforming assets while buying underperforming assets. And it has been shown to add as much as 0.44% per year in additional return to a diversified portfolio.2Talk To Us
Taxes can significantly erode investment returns. To help achieve superior after-tax returns, we work with our clients to ensure their portfolios are integrated with their overall financial plan and tax situation. Our clients benefit from a proactive tax planning strategy that works to minimize tax liability for current and future years. Studies show that proper tax management can add up to 1% per year to long-term returns.³
When working with a trusted financial advisor, you’ll partner with an expert who can help you understand the impact of certain decisions on your financial plan. Your advisor will get to know you, your family, and your goals, to provide tailored one-on-one guidance and oversight.
As a fiduciary, we manage your wealth with the same care and diligence with which we manage our own.
We understand that clients entrust to us their life savings, and that no two clients are alike. Some come to us with unique tax challenges, difficult family dynamics, or personal social values that they’d like to see incorporated in their portfolio. All clients share a desire to have their wealth managed using the best thinking available. Mercer Advisors is uniquely positioned to deliver on all these fronts, while meeting your investment goals.
Unlike many firms where a single advisor or perhaps the owners of a firm make all investment decisions, we have a separate 16-member investment committee that oversees investment research, policies, portfolios, and managers.
The Mercer Advisors Investment Committee, chaired by the firm’s Chief Investment Officer, consists of 16 diverse individuals from across the organization. Many hold advanced degrees and professional designations, and each brings a unique perspective and insight to the task at hand—managing your wealth and ensuring our clients achieve their long-term objectives. Committee members do so by collectively reviewing the latest academic research and market data, debating proposed changes, and collaborating with the rest of the Investment department to ensure the firm’s offerings remain at the forefront of wealth management practices.
Our Investment Committee is guided by several principles:
The result is a state-of-the-art investment platform that incorporates a full suite of investment offerings based on the latest academic research. It is uniquely designed to address each client’s individual needs – all within the context of a comprehensive financial plan.