Listen first. Then deliver. That's what makes us different. Our consultative approach allows us to thoroughly understand your situation so that we can deliver solutions designed to help you grow, gain efficiencies and achieve what you want for your business.
President & CEO,
Mercer Advisors, Inc.Hear David offer his insight on finding the right fit in a custodian
From day one, we provide one-on-one support that’s tailored to your unique vision. We equip you with tools designed to help you transition, grow efficiently and evolve as you achieve one business goal and strive for the next. After all, when you succeed, we succeed.
Our service culture starts with our senior leadership-many of whom were financial advisors themselves. That means they understand your needs. So they go out of their way to make themselves available. From the top of our organization down, we're committed to going above and beyond to make sure that we're meeting your needs, responding to your suggestions and exceeding your expectations.
Service is so important that we aim to continuously evolve and improve. We have a disciplined process that collects and measures feedback from our clients. We then identify areas for improvement and deliver improved solutions that help you stay one step ahead.
We have an integrated technology platform that allows you to adapt and grow. Our open access approach means you can use virtually any technology you wish to meet your business needs-including most of the technology you already use.
Our open architecture platform offers a broad range of investment products and planning solutions. You get more flexibility and greater choices to help you meet your clients' investment goals.
The RIA channel is one of the fastest growing channel in the wealth management industry today. And we fully support your success and the RIA model.*
We share your belief that being a fiduciary is one of the best ways to serve individual investors.
*Source: Cerulli Advisor Metrics – August 2011