Investment Process


To get started, Merit & the client will discuss the client's financial suituation, investment objectives & preferences.


Merit creates a Financial Snapshot to assess each client's financial situation and investable assets to meet goals.


Merit creates an Interactive Financial Plan with clients to aggregate & monitor all of their financial information. 


Each investor's Financial Snapshot, Financial Plan & investment preferences determines their investment strategy.


The most suitable investment accounts are utilized to reduce costs, improve transparency and minimize taxes.


Investment strategies are managed in the accounts to meet each goal - i.e. growth, income, savings, etc.


Merit's process captures all client information needed to establish & manage a comprehensive investment strategy​​

Financial Snapshot

Financial

Plan

Merit helps clients define & implement an investment strategy to build long term wealth


Merit develops a personalized Financial Snapshot, Financial Plan and Investment Strategy for each client

Investment Strategy

Implementation:


​​Merit can manage a single investment account or a client's entire investment portfolio.


Merit client accounts may be established and custodied at Interactive Broker's award winning platform. 


Client accounts which are best suited to remain custodied at existing financial service providers are OK.


Merit's utilizes helpful documents to guide a clear and comprehensive investment process for clients.


Merit's acts as a Fiduciary; investment management fees are based solely on a percentage of assets under advisory.


ESTABLISH AN INVESTMENT PLAN TO BUILD 

​WEALTH AND ACHIEVE FINANCIAL SUCCESS

Merit Investment Management

Financial Plan:


​​Merit creats a comprehensive investment plan for clients. Check out Merit's Video channel for a quick overview: 

MERIT ​ INVESTMENT MANAGEMENT