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1243 Alpine Road
Suite 219
Walnut Creek, CA 94596

Mercer Putney Financial Advisors

(925) 932-4700


Investment Management Stategy

Our Structured investing approach is based on Nobel-prize-winning research; behavioral finance and 80 plus years of economic data. Structured investing is a prudent option for affluent investors wanting to try to grow and preserve their wealth in any market condition. Structured investing combines enhanced indexing strategies with a focus on risk management and a goal of building lower volatility portfolios that regularly beat their benchmarks. No strategy ensures a profit or guarantees against loss.