Mercer is now Marsh.

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We are aware of an issue in the Microsoft environment impacting some of its services, including Outlook email. Marsh stands ready to help its clients with their risk, strategy, people and investment needs. Please contact your client representative directly via phone or text if you need anything. If you do not have their contact information or you have not received a reply from their email to any inquiries, please use our contact form.

Client relationship summary

Investment advisers, like Mercer Investments (US) LLC, are required to provide retail investors with a brief, straightforward and easy-to-read relationship summary that discloses certain information about the firm.
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US Investments: Our funds

This client relationship summary is known as Form CRS and discloses:

  • The types of client relationships and services the firm offers
  • The fees, costs, conflicts of interest and standard of conduct associated with those relationships and services
  • Whether the firm and its financial professionals currently have reportable legal or disciplinary history
  • How to obtain additional information about the firm and request a copy of the relationship summary
View form CRS
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Please see Important Notices for further information.
As part of our ongoing brand evolution, you may begin to see updates to our branding, including our name, logos, and other visual identity elements, across our websites, communications, and other materials. Since these changes are being implemented on a phased basis, both current and updated branding may appear concurrently during the transition period. Information regarding legal entity name changes and other related legal notices for certain licensed US and Canadian legal entities will be available at https://www.marsh.com/en/about/legal-entity-us-ca.html and updated as changes become effective. Unless expressly stated otherwise, these branding updates do not change the legal entity providing products or services, modify existing contractual relationships, or alter any applicable rights, obligations, or regulatory responsibilities.