About Merriman

Merriman manages more than $1 billion for over 2,000 families across the country, with an approach that has been developed over 26 years of investment experience, and is supported by over 50 years of independent academic research.

In 1983, as Paul A Merriman & Associates, we initially offered only active risk management strategies. This approach was designed to meet the needs of the many investors who had suffered through the turmoil of the financial markets in the 1970s and early 1980s. In the fall of 1983, Paul published the first issue of Fund Exchange, which drew national attention for its unusual mix of articles on investment philosophy and innovative strategies. It has since evolved into our main educational portal FundAdvice.com.

Over time, we continued to refine our portfolio offerings to better suit the changing needs of our clients. We sought – and found in 1992 – a buy-and-hold strategy we believed would be successful. That strategy, updated and improved as our research recommends, has fulfilled our expectations and is the core of our business today.

From our office in downtown Seattle, we help our clients achieve their financial goals. In addition, our educational resources give every investor the benefit of our experience and research, providing the foundation necessary to make good strategic investment decisions.

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