Investment Management

"The four most dangerous words in investing are: 'This time it's different.'"

– Sir John Templeton

Our dedicated team acts as your Chief Investment Officer, using our collective expertise and resources to design personalized portfolios, identify market opportunities, and minimize taxes, all while maximizing cost-efficiency through our scale.

Our Philosophy

Our philosophy is that strategic asset allocation is key to driving returns. We harness open architecture, optimize for taxes, diversify deeply, and leverage our scale to create custom-built investment portfolios that align perfectly with your unique goals.

Tailored

As fiduciaries, we always prioritize your interests, crafting portfolios that align with your unique goals, risk tolerance, and time horizon. Our aim is to deliver the financial growth and security you rightly expect and deserve.

Strategic

Our dedicated team of experts is committed to delivering long-term results. We design custom asset allocations and investment strategies to thrive through various business cycles, targeting market inefficiencies and swiftly capitalizing on them.

Rigorous

We anchor our decisions in rigorous analysis, ensuring we make well-informed choices. By maintaining balanced, diversified portfolios, we effectively reduce risk. And as markets evolve, we evolve too, continuously incorporating innovative strategies and new tools

Disciplined

We adhere to time-tested processes to minimize investment mistakes driven by emotion or irrationality. We implement strategies to reduce unnecessary tax obligations and lower investment costs, all with the goal of optimizing net returns for our clients.

How we implement

We implement our strategy using a full suite of public and private asset classes, like private equity, real estate, credit, and other alternative investments. Thanks to our long-standing partnerships, we can offer pricing and opportunities that might not be available elsewhere

Values-aligned capital

Ai Merchantry's Values-Aligned Capital offers customizable ways to invest with intention and impact, allowing you to align your comprehensive wealth plan—including taxable and tax-exempt investments, philanthropic goals, and wealth transfer intentions—with what matters most to you.

Alternative investments involve a substantial degree of risk, including the loss of capital. Alternative investments are not suitable for all investors.

Clients utilizing responsible investing strategies and environment, social responsibility, and corporate governance (ESG) factors may underperform strategies which do not utilize responsible investing and ESG considerations. Responsible investing and ESG strategies may operate by either excluding the investments of certain issuers or by selecting investments based on their compliance with factors such as ESG. These strategies may exclude certain sectors or industries from a client’s portfolio, potentially negatively affecting the client’s investment performance if the excluded sector or industry outperforms. Responsible investing and ESG are subjective by nature, and Ai Merchantry may rely on analysis and ‘scores’ provided by third parties in determining whether an issuer meets our standards for inclusion or exclusion. A client’s perception may differ from ours or a third party’s perception on how to judge an issuers adherence to responsible investing principles.

Your financial life deserves more than a one-size-fits-all approach. Whether you're planning for family, legacy, education, or impact—we’re here to help