Investment Management

A Custom Portfolio Designed for Your Needs

Making the Capital Markets Work Harder for You

Our team structure and approach helps us deliver the best of both worlds: a sophisticated investing approach delivered in a portfolio based on your needs.

Ready to learn more about Mercer Advisors investment solutions? Connect with our team today.

As of May 1, 2024.

Featured Solutions

  • Multifactor strategies
  • Custom allocations
  • Concentrated positions
  • Values-based investing
  • Private equity*
  • Private credit*
  • Alternatives*
  • Options*

*For qualified/accredited investors only. Options strategies and alternative investments are subject to greater risks than those associated with traditional investments and are not suitable for all investors.

Adhering to Evidence-Based Principles

Our five investing principles are the culmination of decades of research and market analysis, and represent the best practices of today’s institutional investment community. We put them to work for you and your family.

Diversify broadly, both across and within global asset classes

Manage portfolio risk over the long term

Use factors to determine how we invest within asset classes 


Identify characteristics that have historically led to outperformance.

Take a systematic, long-term approach to investing and building wealth

Invest with patience and discipline 

Rebalance regularly 


Recalibrate portfolios to remain aligned with objectives 

Keep costs, turnover, and taxes as low as possible

Optimize long-term investment returns 

Past performance is not a guarantee of future results.

Building Your Portfolio, Step by Step

Our institutional-grade investing approach is only part of what makes our offering so powerful. The other part is learning about you, where you want to go, and what you want to achieve. Because an investment plan without a destination is pointless.

Portfolio Management Preferences

For Illustrative purposes only.

Ready for a portfolio tailored to your needs?