Core Values

Investment Stewardship

As stewards of the capital entrusted to us, we act in the best interest of our clients. Resposible stewardship underpins Merrion’s investment processes and guides our advisory relationships.

Boutique Services, with Large Firm Expertise

Merrion began as a “friends and family” firm, and this remains an important distinction as our clients are part of our family.

Unique Opportunities

Our goal is to employ prudent, opportunistic and unique investment strategies to deliver above average, long-term results, while reducing portfolio risk.

Our mission is to provide a professional advisory relationship for families, individuals, and institutions with the personal attention that a small firm affords.