First Merchants Corp.

Investment Strategy

First Merchants follows a disciplined, value-oriented investment strategy centered on long-term asset preservation and growth. Their approach involves establishing a financial blueprint, considering both short- and long-term client goals, and assessing risk tolerance. For equities, they use a screening process combining external and proprietary research to select stocks, mainly from the Russell 1000 universe, emphasizing value and regular rebalancing. Fixed income investments focus on credits from their equity guidance list to minimize credit risk, providing current income and reducing volatility. They also use mutual funds and ETFs for broader diversification, employing an open architecture to select top fund managers based on performance, experience, and fees. Their process is comprehensive and oriented toward delivering coordinated, expert-led solutions to clients for intergenerational financial prosperity.