Mercer Global Advisors Inc.

Mercer Global Advisors provides investment advisory and related planning services to a broad client mix that includes individuals and high‑net‑worth families, small business owners, corporate plan sponsors, foundations, and other nonprofit organizations. The firm offers both discretionary and non‑discretionary portfolio management along with financial planning, retirement plan consulting, tax planning support, and estate‑planning coordination.

The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes globally diversified, risk‑appropriate portfolios with multi‑factor tilts (value, momentum, quality, etc.), strategic use of low‑cost index vehicles, regular rebalancing, and tax‑management where appropriate. Implementation options include ETFs, DFA mutual funds, separate account/UMA and SMA solutions, direct indexing, interval and private funds, and use of third‑party platforms such as Orion and Schwab’s Intelligent Portfolios.

Compared with many large advisory firms, Mercer maintains a public content program — including podcasts and market commentary — and runs internal initiatives like the InvestHERs summit (with Dimensional Fund Advisors sponsorship), which are less common among peers. It also operates several affiliated service lines (attorney‑led estate planning through Advanced Services Law Group, tax services via Mercer Advisors Tax Services, private‑asset management through MAPAM) and vendor/referral arrangements (e.g., Schwab, Fidelity/Strategic Advisers, Goldman Sachs, StoneCastle, and Wellthy concierge services) that the firm discloses as potential conflicts of interest for clients to consider.