Learn About Our Approach
Your Financial Puzzle

Mercer Private Counsel's six-step investment process is designed to help you achieve your personal and financial goals. Through this universal process we will construct and investment strategy customized to your unique situation.


We help you determine and prioritize your personal and financial goals.

This is often an enlightening process, and it is our experience than many of our clients will often rethink their priorities during these discussions. What we do, is help you to define your investment objectives, your timeframes and your risk tolerances. More specifically we will address your need for asset growth and protection with a special emphasis placed upon your retirement income needs.



Once we have a clear picture of your unique needs and objectives we determine and analyze your current financial position. Only with a complete understanding of where you are today can we begin to map out an appropriate strategy to help you achieve true financial independence.



Now that we know where you are and where you would like to be financially, we will create a custom investment strategy that covers your return expectations, risk tolerances, investment time horizon and your investment income requirements. Your personalized investment strategy will also take into account your individual income tax situation. We focus on your "after tax" rate of return, after all, it is not what you make, it is what you keep, that matters the most.




We create your personalized investment strategy that is tailored to your needs. Through Mercer Private Counsel you will have access to vast array of investment solutions to ensure your needs are met.

From gold, Cash, AAA Government bonds & Treasury Bills, Conservative & Municipal Bonds, mortgage backed securities, Listed Stocks, Corporate Bonds, Commodities and finally Derivatives, Emerging Markets Bonds to distressed Debt we will recommended and construct your portfolio so as to help you achieve your goals without putting your capital at unnecessary risk.



On an ongoing basis we oversee and manage your portfolio with your needs, goals and objectives in mind. Be it, award winning, third-party investment managers or proprietary portfolio construction on both an advisory or discretionary basis we have the tools and expertise to help you take care of your money.



We continually re-examine your needs and objectives to ensure that your portfolio and investment strategy continues to move you forward towards achieving your goals. We review your portfolio with you on a regular basis and make adjustments and further recommendations as your life and circumstances change.

As you continue to grow and evolve, so too must your portfolio in order to meet your changing needs and to reflect the current economic realities

 

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