Research & Portfolio

Kristi de Grys

Chief Operating Officer & Chief Investment Officer

As Chief Operating and Investment Officer, Kristi is responsible for the firm’s investment offerings, client service, and operations. She and her team are focused on delivering ever greater value to our clients through outstanding service, diversified investment offerings, and easy-to-use technology.

Dennis Tilley

Director of Alternative Investments

Dennis is responsible for Merriman’s alternative investments including the proactive improvement of investment programs, oversight of research and portfolio management activities, and the development of new investment solutions when needed.

Andrew Bloom

Portfolio Manager and Wealth Advisor, CFA^®

Andy is the Portfolio Manager for our Diversified Income Strategy and serves clients in an advisory capacity out of our Spokane office. In Diversified Income, he is responsible for the investment research, portfolio construction and asset allocation, trading, risk management, and day-to-day portfolio management.

Lessons From The Lost Decade (2000-2009)

by Kristi de Grys | May 14, 2019

“Past performance is no guarantee of future results” is a required compliance disclosure used by money managers when reporting performance. Unfortunately, it is truer in the world of investments than almost anywhere else.

Should I Rent Out My Home on Airbnb?

by Geoffrey Curran | Apr 30, 2019

Have you ever considered renting your home out on AirBnB? There are many factors to consider before you jump into the vacation rental industry.

Living Fully with Merriman CIO and Portfolio Manager Dennis Tilley

by Brad Williams | Dec 11, 2018

Whether overseeing Merriman’s diversified portfolio, researching the latest financial innovations or rock climbing, Merriman Chief Investment Officer Dennis Tilley talks about why finding passion at work and in his personal life is so important to him.

Learn more about the tools our Research department has built to help meet your goals

Learn more about the investment philosophy that drives our Research team’s efforts

CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.

The CAIA Charter is the globally recognized credential for professionals managing, analyzing, distributing, or regulating alternative investments. The CAIA Charter designation is the highest standard of achievement in alternative investment education and provides deep knowledge, demonstrated expertise, and global credibility in alternatives.

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Why Advisors Need Advisors

Have you ever heard the proverb about the cobbler’s children? It essentially states that the cobbler’s children, although surrounded by well-made shoes, have the most worn out shoes. Or that doctors are the worst patients? The same can be said for wealth advisors.

Client Service Account Specialists – Who are we and what do we do?

Each part of the wealth management process presents potential challenges. Merriman helps solve these challenges with the help of a professional team of advisors, researchers, and operations staff, with the client services department acting as the glue that holds it all together.

#goals

Want a new car, a second home and to pay off your debt? Read Wealth Advisor Aimee Butler’s article to learn how to prioritize your goals!

Not All CFPs Are Equal

It’s true, not all CFP® professionals are created equal. This article discusses why you might want to seek out a CFP® and some common differences to help you in your search. It’s important to educate yourself on what financial planning really means and to ask a lot of questions before deciding who to hire.

Hiring a Financial Advisor

So you’ve decided to hire a financial professional to help you navigate your future. You’ve talked to friends and family members, and while you trust their recommendations, putting your financial future into the hands of someone else is a very big deal. You need to do...