A complete list of active advisors currently associated with MER Capital Management, LLC

Warmer can help you find a great advisor at MER Capital Management, LLC or one who fits your needs even better.

MER Capital Management is an equity-focused registered investment adviser that provides discretionary portfolio management through separately managed accounts and sub‑advisory relationships, and also offers model portfolio licensing and index/strategy development services to other advisers and institutional sponsors. It serves individuals, corporations, trusts, foundations and endowments and makes model recommendations to third‑party managers rather than directly managing those licensed model assets. The firm applies systematic, quantitative multi‑factor models that select stocks based on quality, value, momentum and low‑volatility characteristics, with both concentrated and broad equity strategies available. Several strategies incorporate a proprietary, multi‑indicator trend‑following market‑timing overlay intended to reduce downside risk, and the firm relies on third‑party data providers and historical (theoretical/hypothetical) model results as part of its research process. Distinctive features include the founder/sole principal’s ongoing practice as an attorney (with an of‑counsel relationship to a law firm) and a disclosed potential conflict if clients use the firm principal’s legal services, along with the principal’s separate licenses and occasional noninvestment activities. The firm’s business model—licensing models to other advisers, acting as a sub‑advisor to other investment professionals, working with index providers and documenting hypothetical model performance—places it among a small minority of independent advisers offering both market‑timing overlays and third‑party licensing and pooled/institutional arrangements.

To learn more about the advisors currently working at MER Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.