Private Portfolio Management
We Take a Unique Approach to Portfolio Management
Merchant Group‘s Asset Allocation and risk tolerance is not traditional, allowing for a unique and individual approach to portfolio management.
We have developed the Merchant Group portfolio management tool, angled around your tolerance to volatility. Our portfolio management style employs stop losses, and price target warnings.
In order to successfully manage individual client portfolios we have developed a number of KPI’s for each unique portfolio. The Merchant Group approach to portfolio management allows for successful portfolio management for our clients.
Meet our team and discover how our individual approach can work for you. Learn about our approach and where our respected Investment Committee fits into it all. Or simply contact us to see how our unique business and investment model will work for you.