We are excited to bring qualified clients of Mercer Advisors a compelling new way to access private markets. “Aspen Partners is built to bring a fiduciary-centered approach to private markets by providing investors access to selectively chosen private managers,” said Donald Calcagni in our press announcement released today. Read more: https://buff.ly/4bIP9mC
Mercer Advisors
Financial Services
Denver, Colorado 19,435 followers
A family office for your family.
About us
Are you looking to amplify and simplify your financial life? For nearly 40 years, Mercer Advisors has been doing just that for families across the country by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. With Mercer Advisors, you’ll benefit from a unified in-house team, a hand-picked advisor, an institutionalized-grade portfolio, and an independent national fiduciary legally obligated to always act in your best interest. Learn more about Mercer Advisors – a family office for your family.
- Website
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http://www.merceradvisors.com
External link for Mercer Advisors
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Denver, Colorado
- Type
- Privately Held
- Founded
- 1985
- Specialties
- Holistic Wealth Management, Financial Planning, Family Wealth Office, Investment Management, Risk Management, Asset Protection, Estate, Tax and Legacy Planning, and Retirement Plan Design and Administration
Locations
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Primary
Get directions
1200 17th St
Denver, Colorado 80202, US
Employees at Mercer Advisors
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David R Jennings
Proven leader with 20+ years experience managing design and product teams who leverage; user-testing, data, analytics, and beautiful UI designs to…
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Will Rockett, CFA
Investment Strategist Team Leader | Financial Advisor Education | Alternative Investments | Adjunct Professor
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Kenny Landgraf
Client Advisor at Mercer Advisors at Mercer Advisors
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Stacy Orff
Vice President, Platform Marketing at Mercer Advisors
Updates
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Are you aware of the investment opportunities available to qualified purchasers? Our latest article dives into what it means to be a qualified purchaser and why this designation is crucial for accessing private markets. Understanding these criteria can open doors to a variety of private investments, such as private equity, real estate, and venture capital, that are not available to the general public. Let us help you expand your investment horizons and explore the potential for higher returns and diversified portfolios.
Private Investments: What is a Qualified Purchaser?
https://www.merceradvisors.com
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Most of us think we are done with estate planning when we sign the documents. However, addressing your tangible assets is only the starting point. Taking proactive steps to discuss your intangible legacy can greatly impact the next generation and is essential for empowering them to continue helping them carry on your tradition. Read more about how to communicate your values (+ 5 tips) in our article below 👇
Crafting Your Legacy to Pass on Values, Not Just Assets
https://www.merceradvisors.com
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Are you in the process of deciding on the best structure for your next business venture? Bookmark this page as you evaluate the pros and cons of different structures.
How to Find the Best Entity for Your Business
https://www.merceradvisors.com
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⭐ We're excited to share that our CEO Dave Welling has been named a 2024 CEO of the Year Excellence Awardee by the InvestmentNews Awards. He shared, “My mission and purpose, as a leader, is...to do the right thing for clients and build an environment where the team loves to come to work every day.” Read the full article to learn why keeping clients at the forefront is Dave's guiding compass.
Don’t lose touch of staying client focused, says Mercer CEO - InvestmentNews
https://www.investmentnews.com
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We’re thrilled with our new strategic partnership with Opto Investments. We are proud to be on the forefront of improving how qualified investors can access private markets as a way to enhance diversification and seek to expand performance.
We started Opto Investments to help RIAs & wealth managers direct capital to the best ideas and builders, many of which aren't publicly traded companies. It's exciting to see their progress. This announcement from Mercer Advisors and Opto is an important partnership between a forward-thinking RIA and a tech firm fixing a broken private markets investment process. https://lnkd.in/gxXuqmSA
Adviser to $60 Billion of Retail Cash Bets on Private Markets
bloomberg.com
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What exactly does environmental, social, and governance (ESG) investments entail? Check out this three-part series that explains it all.
The ‘E’ in ESG Investing
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Our new private markets platform, Aspen Partners, is lowering barriers of entry and widening access to high-quality private markets. Mercer Advisors President Daniel Gourvitch shared with Citywire that Aspen Partners minimizes fees and offers a substantially streamlined operational experience. Read more in Citywire RIA: https://buff.ly/4e9q4Di
$60bn Mercer Advisors launches alts platform
citywire.com
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Increase your philanthropic power with a donor-advised fund.
Help Maximize Your Giving Impact and Tax Benefits with Donor-Advised Funds
https://www.merceradvisors.com