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
ESTABLISH AN INTERACTIVE FINANCIAL PLAN PLAN TO
BUILD WEALTH AND ACHIEVE FINANCIAL SUCCESS
Investment Strategy
Financial
Plan
Financial Snapshot
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
MERIT INVESTMENT MANAGEMENT
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.
Financial Plan:
Merit creats a comprehensive investment plan for clients. Check out Merit's Video channel for a quick overview: