Our Dedication to Creating Value Starts With A Core Set of Guiding Principles.
Our 6 Guiding Principles
Integrity
Do the right things for the right reason. All the time.
Collaboration
Achieve more together than apart. Power of team.
Entrepreneurship
Creative spirit. Every day is a great day to get better.
Alignment
We rise together with our eyes on the same prize.
Vision
Begin with the end in mind by planning for everything.
Perseverance
Working through the highs and lows until the goal is achieved.
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Merchant defines our team, organization, and role in the Independent Wealth and Asset Management Industry.
Immediately following the Middle Ages, European civilization ascended into a period of heightened scholarship, values, and commerce after a long period of cultural decline and stagnation. Merchants were essential to this Renaissance, establishing the most efficient methods of delivering goods and services to the communities and businesses that would evolve into the greatest industrialized nations on earth.
The Independent Wealth and Asset Management industry is currently navigating through a modern-day Renaissance. Financial advisors and wealth managers build world-class businesses in a classic open architecture environment. These businesses are fiduciary organizations, where wealth managers must seek out the best, most appropriate, and innovative investment solutions for their clients.
We have deep-rooted industry relationships and experience building some of the largest financial services firms in the world. These are our Guiding Principles.