We are a Registered Investment Advisor focusing on risk management and working with families.
TrustMerit Capital is a Registered Investment Advisor focusing on private client individuals/families. We have a very disciplined and well-defined investment process which we believe is easily understood.
Our firms’ Managing Partner is Joseph D. DeZiel. He founded the firm in 2021 after spending over 25 years as a Senior Level Investment Professional and Portfolio Manager with some of the largest investment management firms in the country, BlackRock, Wells Fargo and US Bank. Joe has a BS in Economics with an Emphasis in Mathematics from the University of Wisconsin-Madison and an MBA in Finance from the Carlson School at the University of Minnesota in Minneapolis.
Here are three main principles of the firm which differentiates us from the competition-
1. We pay it forward; 5% of net income will be donated annually to local charities.
2. We focus on client relationships; each one of our Investment Advisor Representatives will work with 75 families or less. Per Barron’s the average Top Advisor has 500 plus client families.
3. We are fiduciaries first; we put our clients’ best interest before that of our own.
We would be happy to discuss our investment philosophy and portfolio management discipline with you. Contact us today.
Charles Schwab Institutional Advisors serves as the custodian for all of our accounts.
They are one of the largest custodians serving independent Registered Investment Advisory firms in the country. Client statements and trade confirms are generated by the custodian and they are responsible for their accuracy. Portfolio values can be viewed online. Statements, transactions and tax documents can also be accessed online and delivered electronically.
