Investment Options

We know that selecting investment options for a retirement plan is not only a challenge but also an important decision for plan sponsors. That's why First Mercantile Trust offers best-in-class investment solutions - together with the hands-on support and expertise of a knowledgeable investment professional - to help plan sponsors build a successful retirement plan.

Flexible Platform without Proprietary Requirements

The First Mercantile investment platform takes into account the universe of investment options, ensuring a broad array of investment options is available to the plan. Regardless of plan size, our platform offers access to a full line-up of collective investment trust and mutual fund options to create a custom investment strategy.

Our Flexible investment platform includes:

  • Collective Investment Trusts (Exchange Traded Funds, Mutual Funds, and funds from Institutional Money Managers)
  • Custom investment models
  • Level compensation and revenues
  • Ability to co-brand
  • No proprietary funds requirement
  • In-house Investment Analytics Group

Need more information? Let us earn your trust. Contact us now.