Merus Advisors, LLC

Merus Advisors offers investment advisory and financial planning services, including asset allocation, due diligence management, and evaluation of third-party investment managers. Merus Advisors tailors its approach to each client's individual circumstances and allows clients to place restrictions on specific securities. Merus Advisors does not have authority to execute trades or manage portfolios directly; instead, clients remain responsible for implementing investment decisions and choosing brokers or custodians. Merus Advisors works closely with high net-worth families and individuals, typically requiring a minimum investment of $250,000.