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Advisory Services

Investment Counseling

We can best help you if you help us understand your goals. As part of our investment counseling, we work to help you better define your goals.

As we gain an understanding of your goals and unique situation, we can coach you during different market environments. Our research based approach can provide guidance to better understand the risks and opportunities you are facing.

We don't stop at mere investment counseling; you may consider us part of your family as a general sounding board for advice.

Investment Strategy

In developing an investment strategy for you, we understand you do not start in a vacuum. We aim to design a strategy that best meets your long-term investment goals, taking into account that any considerations and restrictions important to you.

Investment Analysis

Managing risk along the way is a key focus in our approach to guiding you. Our research on markets throughout the business cycle may help mitigate downside risk during the most precarious times. By helping you understand evolving risks that your portfolio is facing, we can devise a strategy on what measures to take to help you navigate the markets.

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

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