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Executive Summary

Merit Capital Investments is a full-service financial investment company offering a full suite of services, including General investment Strategy Solutions, Business Management, Business Finance, and Business Coaching.  Based in Beachwood, Ohio, a suburb of Cleveland, the company has become a respected market leader by offering a broad suite of services that are flexible enough to meet the needs of both general consumers, small and mid-sized businesses. 


Marketing for Merit Capital Investments has consisted of word of mouth, multi-media, social networking, including radio and the internet as well as print. These vehicles will continue to form the basis of the Merit Capital Investments marketing model as the company begins to aggressively move towards expansion. The company has already developed a strong website that allows for strong branding and communication. Moving forward, management is committed to infusing social media into the online mix, thus giving the firm a comprehensive internet market platform. Word of mouth marketing will continue to consist of current clients being encouraged to leverage their personal networks to help Merit Capital Investments grow its client base. Radio and print will be used at a rate that is commensurate with the resources on hand with a medium being chosen that has a history of targeting the core Merit Capital Investment client.


Financials for Merit Capital Investments are extremely strong over the course of the next five years but realistic, based on information and research gathered via IBISworld.com. The company projects to continue to be in a position of profitability in each of the next five years that grows at a reasonable rate that mirrors that of the Financial Services and Advisory industry as a whole.  Our clients rely on our information and data to stay up-to-date on industry trends across the financial industry.  You can expect thoroughly researched, reliable and current information that will help you make faster, better business decisions.







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