Merit Investment Management

Merit Investment Management LLC, established in 2009 by J. Scott McGraw, offers investment management and advisory services to individual and institutional clients. The firm manages approximately $15,122,805 in regulatory assets under management as of 12/31/2024. Merit's compensation is based on a percentage of assets under management, typically 1.0% per annum. Clients have the option to negotiate fees based on services provided. The firm's investment strategy is tailored to each client's risk tolerance and financial goals, utilizing a mix of asset classes and investment instruments. Merit's main investment strategy is the Global Blue Chip Dividend Strategy, focusing on long-term returns and risk minimization through fundamental research. The firm's investment philosophy emphasizes investing in companies with durable competitive advantages and favorable economic characteristics. Merit operates on a fully discretionary basis, allowing limited risk and operating guidelines for client accounts. The firm also provides annual in-depth reviews of client accounts and may vote proxies on behalf of clients. J. Scott McGraw, the Chief Investment Officer, has over 30 years of experience in investment management and financial services. There have been no material changes to Merit's ADV since May 2024, and the firm has no disciplinary history.