OUR INVESTMENT PHILOSOPHY At Merino Wealth, we believe that your portfolio is a tool to help you achieve great things for yourself and your family. We also understand that making these decisions can seem daunting and overwhelming. Transferring your investments to Merino Wealth will move the responsibility of the day to day management to us giving you one less thing to worry about. It’s our goal to help you cut through the noise to provide you with cost effective options that align with what’s important to you-achieving your goals. Here are the fundamentals that sit at the core of our investment philosophy: - Alignment of your portfolio with your goals, values, and priorities - Responsible asset allocation strategies - Low cost investments - Transparent fees - ESG (Environmental, Social, Governance) Investing - Gender Lens Investing - A “no question is considered stupid” policy Our Core Values Help clients financially, emotionally, and ethically. Do what’s right. Create sincere & memorable relationships. Make powerful choices. Pursue your possibilities. Be passionate. Be committed. Be approachable. Be the boss of your life.