Investment choices

In addition to stocks, bonds, CDs, and U.S. government and agency securities, Mercer Securities offers you an extensive range of mutual funds that cover every asset class and investment style. With this level of choice, you can select a portfolio that matches your tolerance for investment risk.


Offering you a broad choice of investments

Mercer Securities provides a wide range of funds from several fund families. Also, our no-transaction-fee (NTF) fund program* gives you access to a wide range of mutual funds and enables you to conduct transactions without incurring fees.

* These trades are subject to certain requirements. Mercer Securities may receive administrative fees from the NTF funds for the provision of recordkeeping and administrative services. Funds redeemed or exchanged within six months of the purchase date or deposit date in the NTF program will incur a fee of $50. This fee is in addition to any redemption fee that a particular fund may charge.


Helping you invest wisely

Via the Mercer Securities website, you can access a variety of resources that can help you make more educated decisions about your portfolio, including:

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Before investing, consider the investment options’ or funds’ investment objectives, risks, charges and expenses. Please call 1-800-685-6474 or visit your plan’s website for an offering statement or for a fund prospectus and, if available, a summary prospectus containing this and other information. Read it carefully.

Mercer Wealth Solutions is a trademark of Marsh & McLennan Companies.

Mercer Securities brokerage transactions are cleared through Pershing LLC, Member of FINRA, NYSE, and SIPC.

Mercer Securities Retirement Specialists are Registered Representatives of Mercer Securities.

Mercer HR Services and Mercer Securities, a division of MMC Securities Corp., are affiliates of and owned by Marsh & McLennan Companies, and are not affiliated with Pershing LLC.

Mercer Securities
A division of MMC Securities Corp., Member FINRA/SIPC.