MERIT INVESTMENT MANAGEMENT

Overview

Merit Investment Management is a small, equity-focused advisory firm that manages portfolios for individuals and families. The firm charges a percentage-of-AUM fee and provides portfolio management for both individual/small business clients and business or institutional clients. Merit does not position itself as an active ESG investor and is not a multi-state adviser, which suggests a relatively local or regional client base and a straightforward equity-centric model. Investment activity is concentrated in exchange-traded equities and related public-market instruments, with supplemental use of mutual funds and select alternative allocations. The firm’s approach appears geared toward liquid, tradable exposures rather than extensive private-market direct investing, while still making targeted use of real estate-related alternatives and fund-of-funds structures to add diversification and income-oriented exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices