Distribution Management
Because you should not outlive your money.
In addition to striving for world-class returns during your accumulation phase, our investment and execution strategies are also designed to support your distribution phase efficiently. Through our extreme diversification, rebalancing and tax management strategies, we are able to maintain your preferred risk profile, sell high and optimize your tax consequences as you take distributions.
Our advisors will help you to answer the following questions as they set up a strategy to optimize your investments for distribution throughout retirement:
- Which asset classes are you invested in?
- How much cash do you keep on hand?
- When are you taking distributions?
- What is the frequency of your distributions?
- Which investments are you drawing from?
- How much can you afford to withdraw?
- How do you rebalance your holdings to prevent your portfolio from becoming riskier in retirement?
- What are the projected annual costs for implementing your distributions?
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.
