Advisor at Sophis Investments LLC
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George Merrill is a financial advisor at Sophis Investments LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at M&R Capital Management, Inc. for nine years. Merrill is also a licensed attorney admitted to the New York State Bar. Sophis Investments provides discretionary portfolio management primarily to individual and high-net-worth investors, trusts, endowments, foundations, pooled investment vehicles, and certain businesses. The firm focuses on concentrated, long-term equity portfolios using a bottom-up fundamental research approach with an emphasis on low turnover and customized client restrictions.
1% to 2% annually depending on client’s investment policy mandate
10% to 20% of net capital increase over an agreed accounting period, typically payable quarterly or annually in arrears; subject to high watermark; offered only to qualified clients with at least $1 million AUM or $2 million net worth
Account minimum: $1,000,000 Fee-only: Annual management fee of 1% to 2% of assets under management, non-negotiable; fees waived for employee and certain family accounts; other waivers at discretion of Adviser
Cos Cob, CT
Connecticut
Sophis Investments LLC
2021 - Present (5 years)
M&R Capital Management, Inc.
2012 - 2021 (9 years)
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