Mercer Advisors
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Portfolio Management

The science of portfolio management is about matching your investments to your goals — balancing risk, expected return, diversification, and tax efficiency in a way that can give you the best chance of long-term financial success. At Mercer Advisors, our portfolio management approach is grounded in evidence, free from speculative bets, and designed to help clients navigate volatility with confidence. Explore the resources below to understand how disciplined portfolio management can fit within your complete financial life.

Investment Management Article

Portfolio Diversification: How To Build a More Resilient Investment Strategy

Learn how a coordinated strategy may help manage risk and support your long-term goals.

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Investment Management Podcast

Episode 38 – The Science of Investing

CIO Don Calcagni unpacks why active investing underperforms, why indexing is a smart start, and how factor investing can improve your long-term returns.

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Investment Management Podcast

Episode 37 – Navigating the Mega-IPOs

Mercer Advisors CIO Don Calcagni explains why most investors should resist IPO hype, stay diversified, and let index inclusion work for them over time.

Investment Management Webinar

Q3 Market Outlook: Markets, Interest Rates, Inflation, and More

In this webinar, Mercer Advisors CIO covers inflation trends, AI’s economic role, interest rates, and long-term portfolio strategies.

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Investment Management Podcast

Episode 522 – Are You a Do-It-Yourself Investor?

Discover the blind spots DIY investors miss — tax alpha, asset location, withdrawal sequencing, and concentrated positions — and how a financial plan ties it all together.

Investment Management FAQ

What is tax-loss harvesting?

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Investment Management FAQ

What is portfolio diversification?

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Investment Management FAQ

Why is diversification important in investing?

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Investment Management FAQ

How many investments should a diversified portfolio have?

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Investment Management FAQ

Should retirees diversify differently than younger investors?

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Investment Management FAQ

Can diversification eliminate risk?

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Investment Management FAQ

How often should I rebalance my portfolio?

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Investment Management FAQ

What are examples of diversification strategies?

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Further Learning

man meeting with a financial advisor in office, shaking hands
What Clients Ask Article

Questions to Ask When Choosing a Financial Advisor

Discover the essential questions to ask when choosing a financial advisor — covering fiduciary duty, compensation models, and team approach.

Investment Management Article

Financial Planning Is a Prerequisite to Successful Investing

At Mercer Advisors, financial planning often serves as the starting point for investing decisions. It is the foundation of our evidence-based investing principles.

Estate Planning Guide

The Family Guide to Estate Planning: Helping To Protect What You’ve Built Across Generations

Explore wills, trusts, beneficiary traps, POAs, estate tax changes, inherited IRAs, gifting, and family conversations in one comprehensive planning guide.

Tax Planning Guide

Tax Filing Is Not the Same As Tax Planning

You may think you’re managing your taxes effectively when you file each spring, but are you sure? Learn the difference between tax preparation and proactive tax planning.

About Mercer Advisors

We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

Explore Our Solutions

Financial Planning
Estate Planning
Tax Planning & Preparation
Insurance Solutions
Investment Management
Trustee Services

Want to learn more about Mercer Advisors?

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