Our Investment Philosophy:
At Mercury Financial Advisors, we focus investment advice on each individual client’s unique situation. We do not believe in market timing or day trading. We believe that diversification and proper asset allocation are key factors in client’s investment success. In making investment recommendations, we maintain a balance between stock, interest earning, and real estate investments. The most important determinants in our investment recommendations are the clients’ goals and objectives, time horizon, risk aversion and investment experience. In addition, another primary concern in asset allocation is the maintenance of proper liquidity. An individual should maintain enough liquid reserves to be adequately prepared for a financial catastrophe e.g.—the stock market crashes on the same day that you lose your job. If assets are properly allocated and adequate liquidity is maintained, the damage of these occurrences can be minimized.