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Merit Advisors, Inc.

121 NE 50th Street
Oklahoma City, Oklahoma 73105
United States
 
Contact :      Mr. Don Dillingham
Phone :       800-749-3072
Fax :             405-748-5015
Email :         info@meritadvisors.com
Web :           http://www.meritadvisors.com

Merit Advisors, Inc. Information

Type of organization : S Corporation
Total Assets Managed ($Mil) : $220
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) : $87
Year Founded : 1987
Wrap Programs Offered? : No
# of Accounts Managed : 142
In-House Research : 100 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Merit Advisors, Inc. History

Merit began timing high yield bond funds in 1987. Managed assets are in either an open-end mutual fund or a variable annuity. We operate a trend following system for fixed income securities. Because of our historically attractive returns and low draw downs, many of our clients are in the later stage of accumulation or in the distribution phase of their financial plan, typically retirement. We are a tactical manager of fixed income securities.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
142
$167
 
Limited Partnership :
0
$0
 
Foundations :
2
$1.4
ERISA :
3
$1.1
Unions, Taft-Hartley :
0
$0
Public :
0
$0
Others :
0
$0
Total # of Professional : 2 Analysts : 0
Portfolio Managers : 2 Traders : 2
Client Service : 2 Operation : 2

Merit Advisors, Inc. Personnel

Mr.  Don Dillingham

Portfolio Manager
Tel : 800-749-3072
Email: don@meritadvisors.com
Donald L. Dillingham, CFA, CPA. Education: BBA - University of Oklahoma, MBA - Oklahoma City University Over the past 30 years Don has enjoyed roles with increasing responsibility in the financial services field. After spending nearly a decade as a fixed income trader/market maker, Don transitioned to portfolio management, serving as a portfolio manager for high net worth individuals and foundation/endowments. Additionally, Don has served as a senior portfolio manager for a bond mutual fund. For the last 10 years at Merit, Don has served on and now is Chairman for the firm's investment committee as well as Director of Marketing.

Merit Advisors, Inc. Product Name

Merit Advisors High Yield Bond Service:Privately Managed Accounts
Report Created: September,26 2020.  Copyright Money Manager Review , All rights Reserved.
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