Merus Advisors provides investment advice and financial management services. Merus reviews investment pitches and performs due diligence for clients, advising them on whether investments meet their goals. Merus also reviews third-party investment advisors and advises clients on whether to invest with them. Merus offers broad topic advisory including asset allocation and managing due diligence, considering each client's unique perspective and stakeholders. Clients may provide restrictions regarding investments in specific securities or types of securities.
Fee Structure
Merus Advisors does not provide continuous and regular supervisory or management services to securities portfolios and does not maintain custody of client accounts. Merus Advisors does not manage assets of this type on a discretionary or non-discretionary basis.