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Businiess name:
Mercer Advisors
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Review by:
citysearch c.
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Review content:
@marcopmo - Thank you for your review. We are sorry to hear that the financial planning service you recevied did not meet your expectations. In recent years, we have moved away from promoting the stand-alone planning model in order to address concerns like yours. Our focus is now on a total wealth management. When a person invests with us, they receive comprehesive financial support - including investment management, planning, and family office services, if apprpriate - for a single fee. There are often few or no additonal fees involved. We strive to serve our clients with clarity and deeply regret that this standard was not met. Mercer Advisors’ investment strategies include extreme diversification, prominent institutional funds, aggressive attention to cost, and systematic rebalancing. Our nine-member Investment Committee oversees the implementation of the latest academically validated research to keep our strategies on the leading edge. We appreciate your feedback.\r
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@aaron c. - We are sorry to hear that you had a negative experience with Mercer Advisors and would not recommend our services. We would deeply appreciate helping us understand what made your experience less than excellent. \r
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@sbhiggins - Thank you for the glowing review. As one of our Guiding Principles states, ""We are committed to serving our clients with excellence."" We will continue to provide this level of service in all our client interactions.
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