Home - Mercury Investment Group

Overview

A Memphis-based registered investment advisor, we apply demographic based market filters with a unique investment perspective in pursuit of superior returns.
Philosopy

Our investment decisions are guided by two reference points; the long-term impact of demographic changes and return on capital. We believe that being true to these two core beliefs is the best way to pursue superior returns.
Strategy

Guided by our two reference points we use large-cap U.S.-centric equities to create a portfolio characterized by market level risk and low turn-over.
Execution

Clients' accounts are individually titled and hold a diverse portfolio of stocks weighted to be uniform between clients.

Pursuing Superior Returns by Investing in Demographic Trends

Increasing Affluence

Born between 1946 & 1964, this generation is well-educated, dual-income, & higher earning than prior generations.

Neo-Boomers

Born between 1987 & 2008, this young cohort outnumbers their Baby Boomer parents and has enjoyed an unprecedented lifestyle & will be fantastic participants in the economy.

Excluded Middle

Baby Boomers entering the stage of life where the largest number of new businesses are started.

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Overview

Philosopy

Strategy

Execution

Pursuing Superior Returns by Investing in Demographic Trends

Increasing Affluence

Neo-Boomers

Excluded Middle