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Merk Investments®

Mission Statement

Helping our clients achieve superior risk-adjusted portfolio performance is Merk's mission. Through a robust investment process, we aim to deliver truly uncorrelated returns that seek optimal profit potential within tailored investment objectives.

Advisory Services

Merk Investments provides investment advice on liquid global markets, including domestic and international equities, fixed income, commodities and currencies and their respective derivative markets.

Aside from managing investment funds, we also offer advisory services to high-net worth individuals, trusts, and institutional clients. For more information on the services provided by Merk Investments, you may also want to

  • download Merk's statutory brochure (Form ADV Part 2A);
  • download Merk's Customer Relationship Summary (Form CRS / ADV Part 3); or
  • contact us.


This information should not be considered a solicitation or an offer by Merk Investments to provide any services in any jurisdiction.