Our Investment Philosophy

Merit holds itself to a Fiduciary standard, both contractually with our clients and simply because we believe it is the right way to do business.

Our Economic Dashboard

We have developed a tool to use in conjunction with Merit's six principles to explain how we view the investment landscape, called the economic dashboard. Our Economic Dashboard summarizes our opinion on whether the conditions are present to facilitate positive momentum in areas like corporate earnings growth and credit availability. To learn more about our Economic Dashboard please watch the video.

Our Principles

We have an investment philosophy based on six key principles which help guide our actions and are rooted in our beliefs. We believe these six principles are values that represent what is desirable and positive for our organization in helping us determine our actions.

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The absence of humility is arrogance, and we believe arrogance can lead to overconfidence.

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We have the freedom to pick investments based solely on merit. We have the flexibility to find opportunities elsewhere and are not confined to some predetermined allocation in stocks or bonds. We can choose from any company or product available without restrictions.

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Professional and Objective

How we remain in our decision-making on behalf of our clients.

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Risk Margin

By investing in only high conviction themes, we focus our assets in areas that help us choose investment themes that limit how much a mistake might cost should we be wrong. You can’t discuss risk margin without analyzing the investment horizon.

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Goals in Mind

Investment choices should be made based on the intended goals of a portfolio and not based on the over/under performance of a market benchmark. As well as eliminate as many headwinds as possible.

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This is an essential tool in the investment management business. It is the largest determining factor to whether one has success or failure in the markets.

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