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It does not contain investment advice relating to your particular situation. No investment decision should be made on the basis of this information without first obtaining appropriate professional advice and taking into account your circumstances. Mercer provides recommendations based on the client’s specific situation, investment objectives and needs. Therefore, investment results will vary and actual results may differ materially.
The information contained herein may have been obtained from various third party sources. Although the information is believed to be reliable, Mercer has not sought to independently verify it. As such, Mercer makes no representations or warranties as to the accuracy of the information presented and assumes no liability (including for indirect, consequential or incidental damages) for any errors, omissions or inaccuracies in the data provided by a third.
Investment management and advisory services for US clients are provided by Mercer Investments LLC (Mercer Investments). Mercer Investments LLC is registered to do business as “Mercer Investment Advisers LLC” in the following states: Arizona, California, Florida, Illinois, Kentucky, New Jersey, North Carolina, Oklahoma, Pennsylvania, Texas and West Virginia ; as “Mercer Investments LLC (Delaware)” in Georgia; as “Mercer Investments LLC of Delaware” in Louisiana; and “Mercer Investments LLC, a Delaware Limited Liability Company” in Oregon. Mercer Investments LLC is a federally registered investment adviser under the Investment Advisers Act of 1940, as amended. Registration as an investment adviser does not imply a certain level of skill or training. An advisor’s oral and written communications provide you with information on which you decide to hire or retain an advisor. Parts 2A and 2B of Mercer Investments’ Form ADV may be obtained by written request to: Compliance Department, Mercer Investments, 99 High Street, Boston, MA 02110.
Not all services mentioned are available in all jurisdictions. Please contact your Mercer representative for more information.
Certain European regulated services are provided by Mercer Global Investments Europe Limited, Mercer (Ireland) Limited and Mercer Limited.
Mercer Global Investments Europe Limited and Mercer (Ireland) Limited are regulated by the Central Bank of Ireland under the European Union (Markets in Financial Instruments) Regulations 2017, as an investment firm. Corporate Officer: Charlotte House, Charlemont Street, Dublin 2, Ireland. Registered in Ireland under number 416688. Mercer Limited is authorized and regulated by the Financial Conduct Authority. Registered in England and Wales No 984275. Registered Office: 1 Tower Place West, Tower Place, London EC3R 5BU.
Investment management services for Canadian investors are provided by Mercer Global Investments Canada Limited. Investment advisory services for Canadian investors are offered by Mercer (Canada) Limited.