Merchants Wealthbuilder for
World-class investment guidance and expertise delivered with the stability and understanding that only comes from Vermont’s trusted source for financial solutions.
Wealthbuilder (formerly known as TPIA) is the common sense alternative for today’s investors. Our approach is not driven by commission. Instead, we are dedicated to understanding our clients’ needs and then putting a plan in place to help clients meet those needs. Plus, Wealthbuilder gives you exclusive access to a proven investment approach. A resource that until now has been available to some of the nation’s largest and most sophisticated investors.
wealthbuilder is an investment solution that delivers where it matters most:
- A customized strategy based on a deep understanding of your risk tolerance and long-term financial goals.
- Exclusive access to a unique series of portfolios constructed by OBS Financial Services Inc., utilizing Dimensional Fund Advisor’s funds.
- Investment strategy derived from Nobel prize-winning economic research and designed with the goal of generating the highest returns for the lowest corresponding amount of risk.
- Competitive, transparent pricing based on the amount of assets you have invested, not on the number of transactions.
- A periodic review of your account to ensure your investments match your objectives and adapt to any life changes.
Plus, wealthbuilder offers a host of other valuable options and solutions, including:
- Socially Responsible Investment options
- Sustainability Investment options
- Health Savings Account Investment opportunities
The Solid Foundation
Wealthbuilder is supported and delivered by one of Vermont’s most trusted and dependable financial resources. Currently with over $600 million in assets under management, Merchants Trust Company has earned the trust of Vermont families, individuals and businesses by focusing on meeting the needs of its clients. One client at a time.
The World-Class Investment Management
Dimensional Fund Advisors LTD
Founded in 1981 and with $378 billion in assets under management, Dimensional is a different kind of investment firm. Dimensional translates financial research into real world investment solutions. Privately owned, Dimensional operates with a strategy based on Nobel Prize winning academics and investor behavioral studies. The proven results are based on science and a deep understanding of the markets. Not based on the whims of speculation.
For more information or to set up an appointment, contact Angela Webster, or anyone at Merchants Trust Company.
Not FDIC Insured, Not A Deposit, No Bank Guaranty, May Lose Value.
Investment advisory services are offered through OBS Financial Services, an SEC Registered Investment Advisor.
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