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MFWire: Merk Mutual Funds
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Merk Investments LLC
555 Bryant Street , Suite 455
Palo Alto, CA  94301
Google Maps

Main Phone: 877-270-6999
Web Site: http://www.merkfund.com/

Mutual Fund Brand(s)
Merk Mutual Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    Axel Merk founded Merk Investments in 1994 in Switzerland in 1994, but relocated the firm to Palo Alto, California in 2001. Currently the company's president and CEO, Merk is the author of the Sustainable Wealth: Achieve Financial Security in a Volatile World of Debt and Consumption. The consumer-oriented book outlines Merk's long-term, defensive investment strategy. Merk appears regularly in national print, online, and television media to discuss his take on the state of the national and global economy.

    Sustainable Wealth grew out of Sustainablewealth.org, a Web site Merk founded to provide financial commentary and analysis. Several Merk employees contribute to the site, including Hanna Tikkanen Merk, executive vice president of Merk Investments and Axel Merk's wife. Other contributors include co-portfolio manager Kieran Osborne, senior analyst Hannes Maki-Uuro, and analyst Peter Battiste.

    In September 2009, Merk hired Judy Haber for the newly-created position of director of marketing. Including Haber, the firm has 11 employees. In January 2010, Merk expanded further by hiring Aaron Leffingwell as its first ever wholesaler. Officially the vice president of sales, Leffingwell reports to Tikkanen Merk.

    Merk Investments launched its first fund, the Hard Currency Fund, in May 2005. The firm currently offers two additional funds: the Absolute Return Currency Fund and the Asian Currency Fund. The firm also offers institutional shares. As the fund names suggest, the funds invest in various types of U.S. and foreign currencies.

    The fund is a series of the Forum Fund.
    Merk Investments LLC logo

    Sponsored Opportunities

    Key People:
    Axel Merk
    President and CIO, Merk Investments
    Hanna Tikkanen-Merk
    EVP, Corporate Strategy, Merk Investments
    Peter Moeller
    Director of Distribution, Merk Investments
    Deborah Goldberg
    Chief Compliance Officer, Merk Investments
    Story Archive for Merk Investments LLC
    Published On Story Headline Publication
    11/21/2022 An Insurer's ETF Arm Leads With $99MM MFWire.com
    5/4/2022 A $1.1B-AUM Firm Takes On Stagflation MFWire.com
    10/15/2018 Week In Preview, October 15-21 MFWire.com
    9/8/2017 New Fund Fuss - September 8, 2017 MFWire.com
    11/5/2015 An OUNZ of Mutual Fund Partnership MFWire.com
    6/5/2012 PMs From DoubleLine and Pimco Land on a New List MFWire.com
    9/12/2011 Merk Unveils its Fourth Mutual Fund MFWire.com
    6/23/2011 Merk Bets Against the Dollar MFWire.com
    2/22/2011 Merk Nabs a Van Eck Distribution Exec MFWire.com
    4/6/2010 Merk Rolls Out Institutional Shares MFWire.com
    1/13/2010 A Silicon Valley Fund Firm Hires its First Ever Wholesaler MFWire.com
    11/5/2009 A California Fund Firm is Hiring its First Ever Wholesaler MFWire.com
    10/19/2009 Merk Meets a Milestone MFWire.com
    9/21/2009 Merk Nabs a Marketing Pro MFWire.com
    9/9/2009 Merk Unveils an Absolute Return Currency Fund MFWire.com
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