Mercury Investment Group

Mercury Investment Group, founded in 2002 by Frank Goodman and Robert Hunt, is a Memphis-based registered investment advisor specializing in offering an alternative to traditional investment research and advice. The firm focuses on demographic trends and employs a disciplined approach to investment management, primarily using large-cap U.S. common stocks. Additionally, they may utilize other investment vehicles like ETFs, closed-end bond funds, and municipal securities. The firm aims to achieve above-market returns with market-level risk and tax efficiency through low turnover. Mercury Investment Group manages discretionary accounts with a total of $272,321,199 as of December 31, 2024, with a minimum portfolio size requirement of $500,000. Clients are charged a maximum fee of 1/4 of 1% per quarter based on assets under management. The firm does not charge performance-based fees and does not engage in side-by-side management. Mercury Investment Group caters to various types of clients, including individuals, trusts, estates, and corporations, and offers investment services tailored to clients' needs. The firm's investment strategy is driven by demographic trends and aims to capitalize on superior demographic demand growth. Clients have the option to grant investment discretion to the firm through a limited power of attorney. Mercury Investment Group does not participate in proxy voting for client securities and recommends clients vote their shares independently. The firm has not been involved in any disciplinary actions and does not have any financial impairment that would impact client commitments.