Investment Management | Mercer Advisors

Having a clear understanding of your investments helps you more confidently work toward achieving your financial goals. The diversified investment portfolio we create for you uses our Asset Optimization® program, which was designed using Nobel Prize-winning findings in economics and investment science, and allows you to:

Understand the right investments for you in terms of return and risk toleration
Have balanced and diversified investments
Have awareness of the hidden costs of your funds
Minimize the tax consequences of investments
Enjoy the most return possible without worrying about short-term market activity

What's your risk tolerance?

In order to create your portfolio, it’s imperative that your Strategic Advisor and investment team understand your investment risk tolerance.

They’ll have you complete our Volatility Tolerance Questionnaire (VTQ), which measures this tolerance and may show you outcomes that you've never experienced.

The right funds for the right returns

We invest in institutional-grade asset class funds and managed accounts that are scientifically designed to produce consistently better results with fewer costs. Institutional funds:

Serve a more stable class of investors
Have first access to breakthrough investment research
Have greater trading power in the market
Charge lower fees

(Source: “If you Have It Made, Don't Risk It” by Mercer Advisors CIO, Gene Dongieux. Contact us to request your complimentary copy.)

Managing your investments

Once your investments are in place, your Strategic Advisor and our investment department proactively manage your accounts by:

Looking for tax benefits by harvesting losses
Offsetting gains
Rebalancing your portfolio design to protect you from rising risk levels
Looking for new investment opportunities
Reevaluating the progress of a variety of investment strategies

In short, we make an ongoing effort to offer the best investment strategies to our clients.

Contact your local Mercer Advisors office today to learn more and get on the road to financial freedom. Or call us today at 1-877-254-1494.

Mercer Advisors is one of the largest dental practice consulting companies in the world.