Our Service Model

At First Mercantile Trust, we believe our retirement service model offers investment professionals the greatest opportunity to expand their business and plan sponsors the support they need to achieve their plan goals.

With our long-time philosophy of working solely through investment professionals, and our unmatched experience with innovative investment products like collective investment trusts, you can feel confident in your choice of a First Mercantile retirement plan solution.

A Boutique Approach

First Mercantile offers the benefits of a highly customized retirement solution within a personalized, boutique style environment, reliably delivered through dedicated service teams.

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

Additional Resources