Based in Jacksonville, FL but serving the United States
In person, over the phone, or online financial management
High quality investment management service to prepare for your future
Significant discount compared to traditional financial advisors’ fees
Merrell Brothers, LLC is an independent Registered Investment Advisor that offers ongoing portfolio management based on our in-house fundamental analysis. The firm offers long-term investment management in securities. We manage your portfolio with the purpose of reaching investment goals that are suitable for you. Our team personalizes each portfolio allocation based on the needs and goals of our clients. The firm will be following several of Warren Buffett, Charlie Munger, and Benjamin Graham’s core investment principals. These potentially include finding investments that maintain a durable competitive advantage, high return on equity (“ROE”), minimal or no debt, high cash and cash equivalent balances, low capital expenditures, and high free cash flows.
In addition to focusing on individual stock portfolios, Merrell Brothers, LLC offers an Exchange Traded Funds (“ETF”) portfolio option using some of the principals above. ETFs provide investors with instant diversification, a tax efficient vehicle, and usually a lower expense ratio. We offer a blended portfolio of both individual stocks and ETFs to meet the client’s financial goals. Your account will be separate, not pooled, and held at a brokerage firm or other custodian independent of us. Your name will be on the account and you will retain all indicia of ownership.
Merrell Brothers, LLC conducts business within the state of Florida, our home office is based in Jacksonville, FL. Additionally, the firm potentially can advise clients outside of the state. We offer investment advice to individuals, pension and profit sharing plans, trusts, charitable organizations, and businesses. Merrell Brothers, LLC Investment Management is not trying to offer securities or investment advice through the website and would only do so if registered or excused from registration in the web visitor’s state. Investments have risks and returns are not guaranteed. Investors may lose some value of their investments. However, our firm will attempt to manage and mitigate these risks to benefit of our clients.
We currently recommend the use of Scottrade, Inc., (visit at Scottrade.com) as the custodian of your account.