First Mercantile Email Format

Financial ServicesTennessee, United States11-50 Employees

First Mercantile is a financial services firm that acts as a fiduciary recordkeeper for collective investment trusts (CITs) and offers investment solutions for qualified retirement plans. Its platform selects non-proprietary investment options through a due diligence process, with sub-advisory or fund investments that may include mutual funds and exchange-traded funds, as well as Dimensional Fund Advisor investments and various target-date options. The company emphasizes full fee disclosure, transparency, and a competitive cost structure, supported by a nationwide team of professionals delivering client service, care, and support. The Advisor Review Committee oversees both qualitative and quantitative aspects of the due diligence process, ensuring oversight of the assets it manages on behalf of retirement plans. Based in Cordova, Tennessee, First Mercantile operates within the financial services industry, focusing on the needs of qualified retirement plans and their consultants, administrators, and clients who seek diversified, governed investment options through a fiduciary framework.

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