Baltimore, July 15, 2020 /PRNewswire/ — InCap Group Inc., a premier boutique investment banking firm focused exclusively on the financial services industry, is pleased to have represented Argosy Wealth Management on their acquisition by Mercer Global Advisors.
Founded in 2010 and based in Los Angeles, California, Argosy Wealth has a long history of serving its clients through comprehensive financial planning and evidence-based investment Management. Argosy Wealth Management serve high net worth individuals, families, endowments and foundations that represent approximately $330 million in assets under management.
Established in 1985, Mercer Global Advisors (“Mercer Advisors”) is a total wealth management firm that provides comprehensive, fee-based investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, asset protection expertise, and corporate trustee and trust administration services. Headquartered in Denver, Mercer Advisors is privately held, has over $18.5 billion in assets under management and operates nationally across the country.
The closing of this acquisition represents InCap Group’s third transaction closed in 2020.