When It Comes to Managing Your Investment Strategies, You’re in Control

You take your investment performance personally – and so do we. To create the portfolio that’s best for you, for both short-term and long-term goals, we get to know you to evaluate your:

  • Individual and professional aspirations
  • Investment time horizons
  • Tax considerations

What’s more, we continue to meet with you on an ongoing basis to discuss the performance of your investments and address any concerns or changes in your life that may affect your strategy.

Mercadien asset management

Mercadien Asset Management, LLC (“Mercadien”) is registered with the U.S. Securities and Exchange Commission (“SEC”) as an Investment Adviser under the U.S. Investment Advisers Act of 1940. Mercadien and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states and/or territories (“states”) in which Mercadien maintains clients. For information pertaining to the registration status of Mercadien, please contact the SEC or the state securities law administrators for those states in which Mercadien maintains a notice filing.