Merk Investments LLC, is a Palo Alto, California, based SEC registered investment advisory firm and manager of the Merk Funds®. Axel Merk founded Merk Investments in Switzerland in 1994; in 2001 he relocated the business to the U.S. At Merk, we believe sustainable wealth is built over the long term, with superior insights, clear focus and commitment. We strive to invest with discipline while adapting to changing environments.

Thought Leader

Merk provides original insights, commentaries and analysis on currencies, gold, and the global economy. Merk is an industry leader in research and is a primary source of information for investment professionals and the media. Click here to learn more.

Exceptional Team

At Merk, we have put together an exceptional team that leverages the intellect, ingenuity, analytical rigor and tenacity of all its members:

EXECUTIVE LEADERSHIP
Axel Merk – President and Chief Investment Officer
Hanna Tikkanen-Merk – Managing Director
Kimberly Schuster – Chief Administrative Officer


PORTFOLIO MANAGEMENT AND FUND OPERATIONS
William Poole, PhD – Senior Economic Adviser
Matthieu Doublet – Financial Analyst
Yuan Fang – Financial Analyst
Nicholas Reece – Financial Analyst
Daniel Lucas – Financial Analyst
Hannes Mäki-Uuro – Product Manager
Carla Ramos – Finance Operations Manager
Robert Hills – Chief Compliance Officer

ADVISOR SERVICES
Aaron Leffingwell – Director of Advisor Services - Independent Advisors
James Machuga – VP of Sales, Wirehouse Advisors
Timothy Dalton – Regional Vice President of Sales, NY and NJ


MARKETING
Joseph Paone – VP of Marketing


ADMINISTRATION
Heather Busby – Office Manager