To help our clients be truly successful in achieving their goals, we offer a comprehensive approach to wealth management that includes not only investment planning, but also encompasses taxes, estate planning, insurance, risk management, charitable giving and more. You will find that one of the most significant contributions we bring to your success is the ongoing assessment and interpretation of your needs, goals, resources and choices. As your financial needs and plans for the future evolve, so will your portfolio.
Merriman’s sophisticated and customizable investment platform combines our proprietary investment programs with carefully selected externally-managed funds generally not available directly to individual investors. Our proprietary programs include two fundamental investment strategies that can be implemented separately or in combination, depending on client objectives and risk tolerances. Each core strategy primarily seeks to achieve favorable long-term growth of capital with less volatility and risk than comparable products.
Merriman also offers a specialized global tactical asset allocation strategy to assist accredited investors and qualified clients in achieving their unique objectives.