ST PAUL, MN

Client Commitment

We support clients who believe in socially conscious, impact investing*—people who feel strongly that their investments should be consistent with their beliefs. We take the time to meet with you, listen to your preferences and not only discuss companies and institutions which may be reflective of your beliefs, but we can also help you eliminate firms currently in your portfolio whose practices may run counter to your position on “hot-button” issues that are meaningful to you. We can help you develop an impact investing strategy that is focused on helping you pursue your financial goals.

* Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other approaches or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG approaches may rely on certain values-based criteria to eliminate exposures found in similar approaches or broad market benchmarks, which could also result in relative investment performance deviating.
 

Culture

We provide transparency and openness, and we believe that’s why many clients have remained with us for long periods of time. Our branch’s advisor teams understand and respect the significance that individual investors and families place on trust, and they strive to develop a level of trust and intimacy that we believe is necessary to permit frank discussions on a wide range of individual, multi-generational and business needs. Let’s discuss how our branch and the wide array of services we offer may benefit you.

Community 

Through our volunteerism and charitable outreach, our branch helps support the economic, social and cultural life of the communities in which we live and work. In virtually every Merrill location across the country, employees are involved in fundraising activities meant to benefit their many neighborhoods and causes. And as a local branch office, we feel it is important for us to “give back” and help maintain vibrant, healthy communities and non-profit organizations.