Who We Serve

We partner with a wide range of clients and investment consultants nationwide providing institutional asset management solutions to:

  • investment-consultant-01

    Investment Consultants

  • Corporations


  • Healthcare-Systems

    Healthcare Systems

  • Endowments-Foundation

    Endowments & Foundations

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  • High-Net-Worth-01

    High Net Worth

  • Taft-Hartley-Plans

    Taft Hartley Plans

  • Insurance-Providers

    Insurance Providers

  • Religious-Organizations

    Religious Organizations

  • State-Local-Organizations

    State & Local Organizations

At Merganser, our Relationship Managers and investment professionals forge close connections with clients, gaining insights into their investment programs and any unique requirements. We pride ourselves on being a flexible partner that can work with our clients through time as needs or market conditions evolve.

Fixed Income Specialists Serving Clients Nationwide


Contact Us Today To Learn More!