Welcome to Mercadien Asset Management

Asset & Investment Management

Delivering personal service…

You take your investment performance personally – and so do we.

There’s a multitude of ways to allocate your assets for short- and long-term growth. But to create the portfolio that’s best for you, we get to know you well, in person. This includes getting to understand your:

Investment time horizon
Individual and professional aspirations
Personal tax considerations
Attitudes towards investment risk

Establishing a plan that’s right for you

What keeps you up at night? Outliving your savings? Diversifying your portfolio? Planning your estate? Selling a business or creating a succession plan? Leaving behind a legacy? You can achieve peace of mind about your financial future - regardless of how much you have in assets. Mercadien Asset Management can help.

Every strategy we create is shaped by an in-depth evaluation of your current and future needs, keeping in mind your complete financial picture. Our areas of expertise span:

Portfolio management
Investment tax planning (in conjunction with Mercadien, P.C.)
Retirement planning
Estate planning
Gift planning
Charitable giving

Mercadien is then committed to meet on an ongoing basis to discuss the performance of your investments and address any concerns or changes in your life that may affect your strategy.

Mercadien combines state-of-the-art technology with old-fashioned sensitivity to your needs and commitment to our job.

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…Built around you

Of course, we have sophisticated, state of-the-art, Wall Street-caliber research and asset allocation technology. But with Mercadien, you’ll never be relegated to the limited investor “personality types” that much of Wall Street has to offer.

Everything we do is customized to best suit your needs and objectives – down to the smallest of details. In fact, just take a look at how we manage your portfolio:

You’re in control

At Mercadien, we work to accommodate your preferences. You can put your money in any of a host of carefully selected mutual funds or in separate accounts through which you directly own your investments. Either way, we’ll monitor the performance of your portfolio and ensure your money is in good hands.

You have access to an integrated group of specialized affiliates

Our affiliated companies can address your personal or commercial needs with regard to securities brokerage (offering a wide array of equity products and investment services), technology support, general business consulting, tax advice, and accounting services. Each Mercadien Group member has the common goal of furthering your financial interests.

We’re your personal advocate

As an independent, fee-only firm, we’ll shop the world of asset managers on your behalf, with no conflicts of interest or biases. With your personal and financial best-interests always in mind, we never assume a risk level outside your comfort zone.

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