Privacy and Security Center
At Mercer Global Advisors (“Mercer Advisors”), our most valuable asset is the relationship we maintain with our clients. We honor and serve this relationship by maintaining the highest standards of trust and confidence, which includes the safeguarding of client information. This privacy and security center was created to help you understand how we use your personal information, how you can manage your privacy choices, and how Mercer Advisors protects your sensitive data.
The California Consumer Privacy Act (CCPA) is a new privacy regulation that enhances privacy rights and consumer protection for residents of California, starting January 1, 2020. Please note, you must be a California resident to submit a request.
Additionally, note that certain companies place tracking technologies, like cookies, on our sites. This allows those companies to receive information about your activity on our sites that is associated with your browser or device. Please see our Privacy Notice for more information about tracking on our sites. We and these companies may use that data to customize content for you and to serve you more relevant ads on our sites or other sites. If you would like to opt-out of cookie-based tracking for advertising purposes, you will need to separately adjust your browser settings and set your preferences as described in our Cookies and Interest-Based Advertising section of our Privacy Notice.
How We Protect Your Privacy
How We Secure Your Data
Your Privacy Choices
Access or delete your data
You may be eligible to access or delete the data Mercer Advisors has about you under the California Consumer Privacy Act.
Opt out of marketing calls
To stop receiving marketing calls, please complete the “Talk to Us” form at the bottom of the page.
Opt out of marketing mail
To stop receiving physical marketing mail, please complete the “Talk to Us” form at the bottom of the page.
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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.
Terms & Conditions | Privacy and Security Center | Firm Brochure Adv Part 2A | Form CRS.
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