Get To Know Us

Merrimac Asset Management was founded with the belief that the interests of the client must always come first. Our goal is to provide our clients with the information and guidance necessary to make sound financial decisions. Merrimac provides a full range of financial services to assist in the management of financial assets by offering the following:

  • Portfolio Analysis
  • Asset Allocation Design
  • Investment Management
  • Estate Planning Strategies
  • Retirement Planning
  • College Funding Strategies
  • Investment Education

Our highest priority is to create value for our clients by offering these services with objectivity and no product/sales influence.

We recognize that our clients lead active and complex lives. They understand that managing their investments is more complicated and time-consuming than ever before. They acknowledge that working with specialized investment professionals can help provide a more thorough understanding of their investments.  Wealth accumulation and estate preservation includes coordinating our planning with tax, legal, and insurance professionals. We follow a disciplined approach to balance risk and return, and believe that educating clients enables them to make informed decisions.

For more information on our firm, we invite you to explore our website, to call us or to email us. We look forward to discussing your personal needs and how we might provide investment advisory services and financial support to you.