Learn About Our Approach
Discretionary Management

Finding the time to manage and optimize investments in todayís fast-moving and complex markets can be difficult. Mercer Private Counselís extensive network of investment expertís covers every major market. Our unique approach is backed expertise at both the international and domestic level. Discretionary Portfolio Management puts these resources to work for you as we handle the day-to-day management of your account. We provide regular performance reporting allowing you to concentrate on other matters.

Our active investment management means that portfolioís are monitored to evaluate their suitability in light of changing markets conditions. My goal is to maintain a carefully constructed portfolio positioned to deliver in accordance with your agreed investment strategy.

Based on your Investments Policy Statement devised for you, which takes into account your risk preferences and overall goals, we will work to elect suitable investment for you.

Your financial goals-such as asset growth, income or security-will be reflected in the selection of asset classes and their relative weighting.

 

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