Financial Plan:
Merit creates a comprehensive Interactive Financial Plan for clients.
Check out Merit's Video channel for a quick overview:
BUILD WEALTH AND ACHIEVE FINANCIAL SUCCESS
Implementation:
Merit can manage a single investment account or a client's entire investment portfolio.
Merit client accounts are 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; we act solely in the best interests of clients at all times.
Investment Strategy
Financial Snapshot
Interactive Financial
Plan
Merit helps clients define & implement an investment strategy to build long term wealth.
Merit develops a comprehensive Financial Plan and tailored Investment Strategy for every client.
MERIT INVESTMENT MANAGEMENT
Investment Process
To get started, Merit & the client will discuss the client's financial suituation, investment objectives & preferences.
Merit creates an Interactive Financial Plan to assess each client's financial situation and achieve their goals.
Each investor's Financial Plan & investment preferences determines their investment strategy.
Merit utilizes the best investment accounts to reduce costs, improve transparency and minimize taxes.
Investment strategies are crafted in one structure to meet each client's goals- i.e. growth, income, savings, etc.
Merit's process captures all client information needed to establish & manage a comprehensive investment strategy