Market Experience and Risk Management Strategies are some of the most important aspects to learn and understand about your Wealth Manager.
At TrustMerit Capital, we do not sell financial products, we offer a tailored service. We provide customized investment management to private client individuals/families and assume a fiduciary role in the management of their portfolios.
One of the main tenets of our firm is Risk Management. The founder of TrustMerit Capital gained immense experience while working at BlackRock for several years where risk management was and still is the most important part of the investment philosophy while constructing and allocating portfolios. When markets go up or down, the result is volatility. Volatility in the equity and fixed income markets is a constant. Volatility provides opportunities to add value and reduce risk in portfolios.
We would be happy to discuss our investment philosophy and management discipline with you. Contact us today.
We serve and work with individuals/families who are:
- working with a financial advisor or bank investment department they are not satisfied with
- selling or have sold a family business
- changing jobs and may have employee retirement plans to rollover
- currently managing their own portfolio and don’t have the time, expertise or patience to self-manage
- received money/inheritance and are in need of a portfolio review
- exercising stock options and/or have sold restricted stock
