Rita V.
4/24/2015
Beautiful building, tight security. Parking is $29.00. Plan accordingly
BNY Mellon
Closed
(3)
1 Boston Pl Ste 500
Boston, MA 02108
Merlin Asset Management is an independent, employee-owned investment management firm based in Boston, MA. Specializing in developing and managing equity investment strategies, Merlin focuses on investing in the best US listed large cap growth companies. Their investment strategies are characterized by high conviction, high active share, and low turnover, and are offered as Separately Managed Accounts (SMA) and under sub-advisory contracts.
With a structured and repeatable investment process, Merlin aims to minimize the effects of emotional and behavioral biases. Their investment objectives include utilizing a combination of bottom-up, top-down, and quantitative evaluation, seeking low portfolio turnover and a long-term time investment horizon, and outperforming the large cap growth equity universe over an economic cycle. Merlin Asset Management's investment strategies have consistently ranked among the top performing large cap growth equity strategies in institutional investment manager databases.
Generated from the website
Also at this address
Reviews
2.03 reviewsKaren B.
6/7/2024
So this is a warning to all people who are working hard and contributing to their retirement funds via Fidelity. Unfortunately there's a very huge flaw here. Your money that's going into Fidelity...
Jay M.
7/10/2013
I contacted BNY Mellon because a trustee to trustee check from BNY Mellon to a second account was never deposited. After many phone calls and hours on the phone over several weeks, I finally got...
See a problem?
You might also like
Partial Data by Foursquare.