Merchant Finvest offers a progressive practice that differentiates itself by being disciplined and client- oriented. We are a privately owned company and therefore core decisions regarding our processes and practices start at grassroots, ensuring all angles are covered in the decision making process.

Investment Discipline

Our approach to investing begins with a perspective both broad and deep. We combine time-tested investment specialization and extensive industry knowledge to seek investment opportunities that we believe will be promising over time. We strive to integrate the best thinking and resources as we pursue balanced diversification for individual and institutional investors.

Service Excellence

We add value to the investing process through personalized services. Our organization excels through our one-to-one relationships with our clients and our client-centered service approach.

Continuous Innovation

Our tech tools are developed purposefully to give investors choice and flexibility in creating quality investments that match each client’s financial dreams and risk tolerance. Through product innovation, we strive to offer investment avenues that help provide an optimal return over time.

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