Merit Investment Management

Merit Investment Management provides discretionary investment management and advisory services to individual, corporate and institutional clients, managing roughly $22.4 million across about 30 separately managed accounts. The firm delivers tailored portfolio management through Merit Model Portfolios and separately managed accounts designed to align with each client’s time horizon, risk tolerance and investment objectives.

The firm’s approach combines low-cost, diversified ETFs used in model portfolios with a single actively managed Merit Global Blue Chip Dividend Strategy driven by a fundamental, three-stage research process. Investment decisions are discretionary and emphasize tailored asset allocation, periodic rebalancing, a generally low turnover philosophy (median holding period of two to three years), and portfolio construction typically concentrated in 20–35 equity positions with limits on individual position and sector exposures.

Notable differences from many independent peers include Merit’s provision of services to corporate and institutional clients—an arrangement that is statistically uncommon among similar solo advisors—and its hybrid offering of both model ETF exposure and a concentrated, dividend-focused active equity strategy. The firm also maintains documented trading oversight (including a Best Execution Committee), proxy voting procedures, and provides enhanced transparency and reporting for separately managed accounts.