INVESTMENT PROCESS


  • Personalized Approach — Investment strategies are geared to suit the various risk tolerances and objectives of each client.
  • The stock selection process is based on long-term value, not short-term momentum. Equity investments are directed into superior businesses that can be purchased at reasonable prices.
  • As a registered investment advisor, Mercer Capital is compensated by a quarterly management fee based on account value, not commission from transactions. We are incentivized to grow your assets, not shuffle them around.
  • Clients receive a quarterly performance report, portfolio appraisal, and strategy overview in addition to regular monthly brokerage statements and purchase/sale confirmations.
  • Communication is encouraged. We like clients to call and ask questions. In-person portfolio reviews are scheduled on a regular basis.