MER Capital Management, LLC

MER Capital Management is an independent, single‑advisor registered investment adviser that provides discretionary quantitative equity management to individuals, corporations, trusts, foundations and endowments and also offers sub‑advisory services and licensed model portfolios to other investment advisers and third‑party managers. The firm reports managing under $1 million in client assets across a small number of client relationships.

The firm’s investment approach is systematic and factor‑based: it selects stocks using quantitative models that emphasize quality, value, low volatility and momentum, and it routinely reconstitutes and rebalances those models (typically at least annually). Several strategies use proprietary market‑timing or trend‑following overlays to limit downside risk and one strategy incorporates a leveraged exchange‑traded product as part of a trend‑following allocation; the firm relies on commercial data providers and academic research rather than issuer meetings or discretionary fundamental analysis.

Noteworthy differentiators include the principal’s concurrent practice as an attorney and disclosed affiliation with a law firm (with client acknowledgement of potential conflicts if legal services are used), and the firm’s active licensing and sub‑advisory arrangements with other advisers despite its small, solo‑practitioner scale. The brochure also discloses use of hypothetical or model performance in developing strategies, the publication of periodicals/educational seminars, work with pooled, institutional and charitable clients, and a real‑estate brokerage affiliation — features that are uncommon for peer independent advisers of this size.