Mercuri Asset Management LLC provides investment management for all types of accounts. We offer personalized investment advice individually tailored to each client or family. Through our custodian, Charles Schwab, we provide an integrated system that allows the client and advisor to interact seamlessly to take advantage of market opportunities and the most up to date research available.
We strive to deliver optimal returns in comparison with each individual’s risk level in accordance with Modern Portfolio Theory. In some cases it may call for us to go outside of traditional investments to provide further diversification through alternative strategies to maximize growth with the least amount of risk.
With our “six step planning process,” our team will be your guide to your financial future through independent and unbiased professionals who are motivated by your success and not their own.