ASSISTING CLIENTS IN ACHIEVING FINANCIAL GOALS

1.

OUR MISSION

Assist clients in achieving financial goals

2.

FIDUCIARY ASSISTANCE

Develop Investment Policy Statements
Advise on organizational structure
Review internal controls
Emphasize Long-Term
Manage expectations
Risk management

3.

INVESTMENT STRUCTURE

Asset Allocation
Portfolio Optimization
Manager Selection

4.

RESEARCH & EDUCATION

Investment managers
Academic and practitioner research
Special projects

5.

ACCURATE & TIMELY REPORTING

Make well-informed decisions
Reduce staff’s administrative burden
Allow client to focus on mission

Merion Capital helped me achieve my goals while listening to what was important to me. Their level of knowledge and professionalism is unparalleled.

Joe Smith, ABC Company, INC

Their level of knowledge and professionalism is unparalleled. Merion Capital helped me achieve my goals while listening to what was important to me.

Jane Smith, DEF Company, INC