our approach
Integrated wealth management for an increasingly complex and fast-paced world.
A history of dedication
Mercer Advisors was established in 1985 by Kendrick Mercer, an Oregon lawyer dedicated to improving the lives of his clients both professionally and personally. Originally focused on the complex needs of self-employed dentists, Mercer Advisors developed an in-depth, proactive approach to financial advice, allowing affluent individuals to experience new levels of success. This dedication continues today. More than 3,300 clients rely on Mercer Advisors to help them fund their life goals and support their lifestyle throughout retirement.
Building and preserving savings through
sophisticated investing
Mercer Advisors' Investment Portfolios have a proven track record of over 27 years of success stories. We have developed a systematic approach that combines award-winning and academically validated strategies with strategic execution practices in order to increase return, reduce risk and reduce tax exposure within your portfolio. As a result, our most popular portfolios compete favorably with the S&P 500, even within some of the worst economic environments.
As part of our investment consulting process, you will receive academic investing education, historical portfolio performance analysis, risk evaluations, asset allocation strategies customized for your timeline and risk tolerance, an investment policy statement review and portfolio protection strategies. This comprehensive approach is designed to provide you with a clear understanding of how we will help you to fulfill your goals while remaining aligned with your stated values.
Wealth Services
- Investment Management
- Financial Planning
- Proactive Tax Planning
- Insurance
- Retirement Plan Design and Administration
- Retirement Distribution Planning
Investment Strategies
- Asset Optimization® Portfolios
- Tax-managed Separate Accounts
- Taxable Fixed Income Separate Accounts
- Tax-free Fixed Income Separate Acounts
Investment Program
- Group Advantage® Daily Valuation 401(k) Program
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Forbes and Investment News rankings are for Mercer Global Advisors Inc.
