Helping you achieve your investment goals so you can achieve your mission


Rising costs. Evolving technology. Changing tax laws. Budget constraints. As a not-for-profit healthcare organization, you face many complex challenges, which can make it difficult to fulfill your mission. However, delivering care to the people who need it most is of the utmost importance, and we’re committed to helping you succeed.


We believe the current healthcare environment demands a dynamic investing approach. That’s why we work closely with you to create sound investment strategies aimed at helping you meet your operational and asset goals, ensure adequate liquidity, integrate assets and liabilities, manage your capital fundraising proceeds, and attain sustainable growth. Our solutions feature:


  • A team you can rely on. Our healthcare consulting team understands the ins-and-outs of the U.S. healthcare industry. By advising on client assets ranging from $100 million to several billion dollars, our team works every day with governing committees and managers — functioning as your dedicated investment partner.
  • Services that advance your mission. From investment research to insightful advice to implementation assistance, Mercer offers a full suite of services designed for healthcare organizations. We invite you to explore all that we have to offer.
  • Analysis that drives better decision-making. We can help you efficiently allocate capital resources and make asset allocation decisions. Our Comprehensive Analysis of Risk Exposures, or CARE philosophy, helps you expand your focus from individual pools of capital to a broader, holistic enterprise view. Delivering results in terms of both risk and return and key financial metrics such as planned expenditures, bond covenants, and pension-funded status volatility, it’s designed to help you make smarter financial decisions.





Our specialist consultants understand the risks and nuances of each pool of capital — and partner with you to develop a solution that works for your organization.

Why choose Mercer?

Mercer's dedicated not-for-profit consulting team provides creative perspectives and customized solutions that can help you deliver on your mission over the long term.

Please see our important notices for further information.


Services to be provided by Mercer Investments LLC, which is one of several, associated legal entities that provides investments services to clients as part of a global investment advisory and investment management business (collectively referred to as “Mercer”).


Please see “Important Notices” for more information on Assets Under Management and Assets Under Advisement.


Your questions are important to us

I'd like to set up a free consultation or receive more information.

*Required Fields