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.

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
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