How does merit invest?

Merit may use fixed-income investments in its portfolio construction, and its investment strategies include long- and short-term purchases, short sales and options trading. Merit mainly invests in mutual funds, exchange-traded funds (ETFs), individual stocks and bonds, as well as variable annuities.

Who is merit financial advisors?

Headquartered in Alpharetta, Georgia, Merit Financial Advisors is a fee-based advisory firm that serves both individual and institutional clients across its nine locations. With billions of dollars in assets under management (AUM), Merit is the No. 1 firm on SmartAsset's rankings of the top financial advisors in Alpharetta.

Does merit financial advisors publish reviews?

All reviews that Merit Financial Advisors receives from its clients are published regardless of how the client rated Merit Financial Advisors. Only exceptional cases are not published and such exceptions are noted in Indyfin's policy for reviews. Policy for Testimonials & Reviews - Indyfin. 1. How do clients rate Merit Financial Advisors? 2.