Newport Beach, CA Office

Merus Advisors provides investment advisory and financial planning services to individual clients and families, generally on a non‑discretionary basis with a stated account minimum for advisory engagement. The firm focuses on advising and monitoring third‑party managers, conducting due diligence, and assisting clients with account documentation rather than executing trades or taking trading authority.

The firm’s investment process uses macroeconomic analysis together with classical portfolio theory to emphasize diversification, low volatility and low correlation, and recommendations are tailored to each client’s risk tolerance, time horizon, and goals. Merus performs periodic reviews of accounts and managers (generally quarterly for reporting and at least annually for investment policy statements) and leaves implementation decisions to clients and their custodians or broker‑dealers.

Merus is notable for its affiliations: it shares personnel and resources with another registered adviser and operates under common control with the general partner that sponsors a pooled private partnership fund (Amet), a relationship the firm discloses and manages as a potential conflict when recommending the fund. The firm also has professionals who are registered representatives of a broker‑dealer and may offer privately‑offered securities through that channel; Merus relies on disclosure, documentation, and supervisory procedures to address those potential conflicts.