Slide background

Invest With Confidence

Merit has a 27-year record of success.

Learn More
Slide background

Protecting Capital, Managing Risk

Our track record speaks for itself.

Learn More
Slide background

The Investment Advisor's Advisor

Providing alternative strategies for fixed-income assets.

Learn More

With increased instability across global markets as a result of greater geopolitical and economic uncertainties, investors need a disciplined strategy to manage portfolio volatility and downside risk while generating a positive return on investment.

Merit Advisors, Inc. was founded in 1988 as a specialty investment advisor. We use our own proprietary investment strategy in an effort to deliver consistent, strong returns while actively managing risk of loss. Our track record of navigating through market conditions for more than 25 years speaks for itself.

Merit provides investment management services to investment advisors, high-net-worth individuals, and foundations and endowments.

Serving Investors

  • 27Years
  • 11.1%Average Annualized Returns

Let us help get your business and personal portfolios on the right track.
Learn More


 

*Performance from 7/1/1987 through 12/31/2014, net of fees. Growth and performance reflect the highest advisory fee charged to any client during this period. It includes the reinvestment of dividends and capital gains. From 1987 through 1995, returns are based on actual trade signals and the performance of the Kemper High Yield Bond Fund. Beginning in 1996, the Lipper High Yield Bond Index was used as a benchmark, since actual trade signals were applied to multiple funds. All investment strategies have the potential for profit or loss. Past performance does not ensure future investment success.