For over 27 years, Mercer has transformed academically validated and award-winning approaches to finance and investing into a reality that has worked for their clients.
Kendrick Mercer founded the investment advisory company in 1985 prior to the creation of Mercer Advisors. Originally, the company was marketing toward self-employed dentists. Only four years later, the company was managing assets in the range of $245 million. They changed the name to Mercer Global Advisors (MGA) to reflect this growth and success. Through 2001, branch offices Mercer created branches in cities across the country, allowing their assets under management to grow to more than $1.4 billion. Through 2008, the companies strategic strategies were proven a success time and time again and by October 2007, they expanded to over 3,300 clients with $3.9 billion in assets under management.
Mercer put in place a new leadership team and was renamed to Mercer Advisors Inc. in June 2008 and by 2011, despite the recession, Mercer Advisor continues to reach $3.9 billion in assets under management and continues to grow.