We partner with exchange-traded product (ETP) sponsors, institutional asset managers, registered investment advisors (RIAs), and family offices to deliver scalable, quantitative investment solutions across flexible implementation structures. In addition, we provide direct, customized separately managed account solutions to endowments, foundations, and non-profit organizations.
We license our proprietary MER Tactical Equity Overlay Strategy™ and Quantitative Stock Strategies to fund sponsors and institutional managers for the creation of ETPs and pooled investment vehicles. Our quantitative strategies are engineered with transparent, rules-based parameters for efficient calculation and administration by independent calculation agents (such as Solactive AG).
We partner with registered investment advisors and family offices through custom sub-advised separately managed accounts (SMAs). This structure allows wealth managers to seamlessly integrate our proprietary strategies into their client investment offerings while maintaining direct control of the client relationship.
We partner with mission-driven institutions to deliver direct, separately managed account (SMA) investment solutions tailored to their specific return objectives, capital-preservation goals, and spending policy requirements.
For institutional licensing, sub-advisory, and non-profit inquiries, please contact:
Mark E. Ricardo
President & Chief Investment Officer
Tel: 703-740-1765
Email: mark@mercapitalmanagement.com
ABOUT MER CAPITAL
OFFICE LOCATION
1729 King Street
Suite 310
Alexandria, VA 22314
P: 703-740-1765
E: info@mercapitalmanagement.com
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