■ 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.