MercBloc invests great time, energy, and effort in finding, developing, and securing relationships with some of the premiere PWM teams in the country.
 

 

Contact MercBloc
Phone:
Local:
Email:
 (800) 359-1410
 (516) 224-7443
 info@MercBloc.com

     Selecting Managers     


MercBloc has interviewed many private wealth management teams, listened to their presentations, and followed their performance.

We've found three equally important qualities a PWM team needs to possess in order to succeed at growing wealth while protecting its value.

1 - EXPERIENCE: Bull market and Bear : You need the experience of managers who have seen more than a few cycles and can appreciate the risks as well as the rewards.

2 – ACCESS: From the simplest investment to the most specialized and exclusive alternative offering, clients need to have total access at an institutional level.

3 – DISCOUNTED FEES: Long-term success of a wealth management relationship relies upon more than Experience and Access — Fees matter. We offer discounted fees based upon the collective wealth of the group, delivered to each client individually.


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