Mercer Global Investments, Inc. is a large advisory firm based in Boston. It manages $12.49 billion of regulatory assets for 56 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Mercer Global Investments provides portfolio management for investment companies, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mercer Global Investments, Inc. is $12.49 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 34825% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Mercer Global Investments, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Daniel L Mc Caw has been acting as President since 1 Nov 2004. Denis Albert Larose has served as the Chief Investment Officer since 1 Oct 2007. Thomas Peter Murphy joined the executive team most recently as the President, Director & Chief Investment Officer.
The principal office where Mercer Global Investments, Inc. performs its advisory services is located at 99 High Street, Boston, MA 02110, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-747-9500 or by fax 617-747-9501. The normal business hours are 9:00am - 5:00pm on Monday - Friday.