Wealth Management

Our Investment Philosophy

Our wealth management advisors are focused on constructing portfolios built to meet your unique financial goals no matter where you are in your financial journey.

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Your Wealth Management Advisors

Asset Management Services for Your Unique Goals

Our asset management services provide a range of strategies that strive to meet varying objectives, such as strategies that work to provide liquidity to meet near-term cash flow needs, minimal levels of volatility, or above-market returns. 

Mersberger Financial Group's (MFG's) investment philosophy and portfolio construction methodology are driven by the concept of Core and Satellite portfolio construction. This approach to investing separates portfolios into a well-diversified core Beta piece and a return-seeking Alpha piece. The Beta piece of a portfolio is meant to fund short- and long-term financial goals and provides investors with broad diversification to global financial markets. Meanwhile, the Alpha piece of investor portfolios seeks to generate excess returns by taking tactical positions in companies and asset classes which the wealth management team believes will outperform the broad market. This methodology funds investors’ primary financial goals using the Beta piece of their portfolios and uses the Alpha piece to fund aspirational and secondary financial objectives.

Disclosure: There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification and asset allocation does not protect against market risk. All investing involves risk including loss of principal. 

Propriety Investment Models

Our Approach

Mersberger Financial Group's investment process centers on the implementation of model portfolios to address your financial risk and return objectives.


Wealth Management Process

What's included
Individual Portfolio Construction
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Diversifying Your Assets

Each portfolio is constructed to gain exposure to various capital market asset classes. Our wealth management team uses economic and market analysis to determine the mix of international, domestic, and emerging market equities and fixed income. This decision is guided by the relative valuation of each sub-asset class, as well as the economic risk factors of the asset classes.

When evaluating securities, our team considers historic risk and return statistics, investment philosophy, process, and strategy. When evaluating individual securities, our team reviews the issuing entities’ business model and strategic positioning, financial statements, credit ratings, and current valuation on a relative and discounted cash flow basis.

Disclosure: All investing involves risk including loss of principal. No strategy assures success or protects against loss.

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