Sawtooth Forms Strategic Relationship with Mercer Investments to Expand Manager Research Capabilities

July 17, 2017 − Minneapolis, MNSawtooth Solutions (“Sawtooth”), a comprehensive and flexible platform for overseeing the entire wealth management process, today announced a strategic relationship with Mercer Investments, a global leader in institutional investment consulting, to expand its manager research capabilities. This relationship will provide Sawtooth with access to Mercer’s manager research opinions and performance analytics. The agreement also allows for the distribution of research content to Sawtooth’s advisory clients, a unique arrangement for Mercer within the unified managed accounts (UMA) space.

In addition to leveraging Mercer’s vast investment research capabilities, Sawtooth will offer premium access to a specialized list of managers and strategies within its platform. These strategies will serve as the foundation for risk-based investment portfolios developed by Mercer, utilizing a robust mix of asset classes and grounded in Mercer’s thought leadership regarding the global economy and capital markets.

Brad Pries, chief executive officer at Sawtooth, said: “Sawtooth is developing leading investment research and portfolio alignment capabilities to help our advisors and their clients better understand and manage client risk tolerance alongside portfolio risk. With this strategic relationship, Sawtooth advisors and clients can be confident that investment portfolios are not only matched to a client’s financial situation and tolerance for risk, but also consider the efficiency and expense of all investment decisions.”

“We look forward to working with Sawtooth and its clients,” said David Hyman, US Wealth Management Segment leader at Mercer Investments. “Our extensive experience in advising institutional investors paired with Sawtooth’s innovative technology platform will position wealth advisors to build greater efficiency and scale their business, while delivering fiduciary-caliber investment guidance to high net worth individuals.”

 

 About Mercer

Mercer is a global consulting leader in talent, health, retirement and investments. Mercer helps clients around the world advance the health, wealth and careers of their most vital asset – their people. Mercer’s more than 20,000 employees are based in 43 countries and the firm operates in over 140 countries. Mercer is a wholly owned subsidiary of  Marsh & McLennan Companies (NYSE: MMC), a global professional services firm offering clients advice and solutions in the areas of risk, strategy and people. With annual revenue of $13 billion and 60,000 colleagues worldwide, Marsh & McLennan Companies is also the parent company of  Marsh, a leader in insurance broking and risk management; Guy Carpenter, a leader in providing risk and reinsurance intermediary services; and Oliver Wyman, a leader in management consulting. For more information, visit  www.mercer.com. Follow Mercer on Twitter  @Mercer.  For press inquiries, contact Alayna Francis, for financial intermediary inquiries, please contact wm.us@mercer.com.

 

About Sawtooth

Sawtooth Solutions LLC, an SEC registered investment advisor, provides advice-based solutions through financial advisors that enable them to easily implement their wealth management offering while embedding the pillars of an institutional framework: definable and repeatable investment, sales, and operational processes. Wealth management products and services are delivered through a comprehensive Unified Managed Account (UMA) program and managed within our extensive Salesforce.com integration. Our collaborative approach and open-architecture asset management platform allows each advisor to focus on their most important asset – their investing clients. For more information about Sawtooth, visit www.sawtootham.com.

 

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For more information, contact:

Rich Conley

Tel: +1 (952) 831-0039

Email: richc@sawtootham.com