Asset management for private & institutional clients.

Tuthill & Merker, LLC
Suite 18
1250 East Ridgewood Avenue
Ridgewood, NJ 07450

Office 201-447-4200
Facsimile 201-447-4290
Business Hours 9:30 am - 5:30 pm

Tuthill & Merker, LLC is a fee only financial planning and asset management company specializing in retirement planning for business owners and senior executives. We combine a sophisticated approach to retirement planning coupled with outstanding asset management to yield an optimal total package for our clients. Our services are highly personalized. When you need us, we will move mountains to be there.

The approach we use to manage your money is straight forward. First, an Investment Policy Statement - a written set of rules for managing your money - is developed specifically for you. It contains the returns you wish to achieve over the short and long term commensurate with the risk you are willing to assume. Next, your portfolio is designed. This is accomplished using state-of-the-art asset allocation technology, which tells us how to structure your portfolio. Finally, we review specific investments with you. These could be particular stocks, bonds, mutual funds, or most likely, a combination of all three. You will receive monthly statements from your custodian and quarterly performance statements from us. Custodial services, were your money is actually held, are typically provided by TD Waterhouse Securities, Inc. - the national discount broker and New York Stock Exchange member firm; however, you are free to select whomever you like.

Our partners are either Certified Public Accountants or Chartered Financial Analysts, with many years experience in financial matters. Call us, the initial consultation is without charge. We value your business and look forward to hearing from you.