Allmerits Asset, LLC

Overview

Allmerits Asset, LLC is an independent registered investment adviser organized as a limited liability company and run by an individual owner. The firm functions as a capital allocator to outside managers and serves both individual/family and institutional clients. Its advisory services include portfolio management for individuals and small businesses, pension consulting-type work, and selecting other advisers on behalf of clients. Fees are charged on a percentage-of-assets basis and, in some cases, on an hourly basis. The firm does not identify as an active ESG investor and is not reported as a multi-state adviser. Allmerits maintains an industry relationship with an insurance company, which aligns with its use of insurance-linked products in client solutions. The firm’s activities emphasize outsourcing certain investment management roles to third-party managers rather than concentrating all investment decisions in-house.

Assets & Accounts

Public Holdings

Investments & Alternatives