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Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted in the latest academic and industry findings, customized to the specific needs of each client, and delivered with a fiduciary standard of care. Our mission is to help people lead fulfilling lives by providing objective, timely advice within the context of their unique dreams and desires.
The Coterie is a financial software company that offers access to venture capital investments, estate planning strategies, and lending products.
CHF Investor Relations is a Toronto, ON-based company in the Financial Services sector.
Mercurity Fintech Holding is a digital financial services group driven by blockchain technology, aiming to build a global unified asset trading marketplace via asset digitization, so that global assets can have unlimited flows round-the-clock. The group`s business scope covers digital asset trading, asset digitization, cross-border remittance, etc., and it is committed to providing customers with compliant, professional and efficient digital financial services. MFH has been always deeply engaging in the field of digital finance and promoted its deployment in financial strategy. In early March, MFH successfully acquired NBPay, a cross-border remittance platform, and constantly expanded the strategic area of digital finance. This time, the new management team of MFH will further promote the implementation in the digital financial ecosystem.
DiMeo Schneider & Associates, L.L.C. opened its doors on May 1, 1995 striving to provide unparalleled investment consulting services. Our clients include retirement plan sponsors, private institutions, nonprofit organizations and private clients. The hallmarks of our firm are simple: Help Clients Prosper Backed by years of experience, our goal is to help clients develop a framework for success. This can mean improved performance, reduced expenses, or assistance in satisfying fiduciary and stewardship responsibilities. Place Clients` Interests First Our goal is to provide straightforward advice. We do not offer proprietary products or receive commissions. Nor do we charge money managers or vendors to be included in our database. Provide Straightforward Advice Our seasoned professionals hold advanced certifications and degrees, but we believe our ability to communicate with clients sets us apart. First we listen. Then we offer meaningful recommendations in a proactive, timely manner. Practical Intellectual Capital Our research is practical. We strive to improve returns, reduce risk, or both. Equipped with leading-edge proprietary tools like our Frontier Engineer™ and Portfolio Engineer™, we provide practical solutions for complex issues. Our unique and substantial commitment to clients is backed by an unconditional service guarantee. We would like to be your valuable resource and welcome the opportunity to prove ourselves.