Video Archive

Ongoing Client Education



Successfully Navigating Choppy Markets



What We Do

Investment Strategies



Portfolio Longevity



A Trusted Advisor



Mercer Advisors' Investment Committee

Client Stories



Don Calcagni Client Story



Jeff Kacal Client Story



Loren Pierson Client Story



Josh Gustafson Client Story



Kelly Palmer Client Story

Value Propositions



A Family Office Approach – Value Proposition No. 1

 

A Scientific Approach to Beating the Market – Value Proposition No. 2



Best-In-Class Manager Selection – Value Proposition No. 3



Adding Value Beyond the Market – Value Proposition No. 4

Hypothetical and Back-Tested, Not Actual Returns. These returns represent simulated portfolios, rebalanced monthly to the model allocation. Simulated returns reflect reinvestment of all estimated earnings less estimated management fees based on Mercer Advisors’ fee schedule determined by the client’s estimated assets under management, 0.10% estimated trading costs, and the estimated mutual funds’ internal administrative expenses and transaction fees. Simulated returns do not necessarily portray how a portfolio would have performed because, among other factors, active management decisions may have been made based upon material economic and market factors which at the time could have impacted actual client results. Past performance is not indicative of future returns and value of investment or income derived from them can go down as well as up. Future returns are not guaranteed and loss of principal may occur.

Family Wealth Services



Advanced Services Group Overview



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