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 directly managed custom separate account (SMA) solutions to endowments, foundations, and non-profit organizations.
We provide our proprietary MER Tactical Equity Overlay™ and Quantitative Stock Strategies to fund sponsors and institutional managers primarily on an index or model licensing basis 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 leading independent calculation agents (such as Solactive, Syntax, Indxx, or IndexOne), with sub-advisory implementation available for actively managed structures.
We work with registered investment advisors (RIAs) and family offices to provide them with access to our strategies through non-discretionary model licenses and directly managed sub-advised separate accounts (SMAs). These structures allow 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 directly managed separate 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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