A complete list of active advisors currently associated with Mercury Investment Group

Warmer can help you find a great advisor at Mercury Investment Group or one who fits your needs even better.

Mercury Investment Group provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, governmental entities, corporations, pension and profit‑sharing plans, and businesses, reporting $252.6 million in discretionary assets under management as of December 31, 2025. The firm generally manages long‑only, individually managed accounts and states a minimum portfolio size of $500,000, with fees collected quarterly in advance. The firm’s investment process is quantitatively driven and organized around thematic exposure to demographic and consumer demand trends, implemented primarily through like‑weighted large‑capitalization U.S. equities and, when appropriate, ETFs, closed‑end bond funds, municipal and U.S. government securities, and covered‑call options. Mercury emphasizes low turnover for tax efficiency and frames its objective as seeking “above market returns with market level risk,” relying chiefly on stock selection rather than sector allocation. Distinctive features include the firm’s role as a sub‑advisor to other financial institutions — supplying model portfolios and updates to other advisers — and its explicit service to institutional clients such as pension and profit‑sharing plans, services that are relatively uncommon among supported firms. The brochure also explicitly states its return objective while noting the adviser does not charge performance‑based fees and does not take responsibility for voting client proxies.

To learn more about the advisors currently working at Mercury Investment Group, 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.