Business Details
34 Years
experience
Your Trusted Partner for Investment Management Solutions
Emerald Advisers is a research-driven investment management firm founded in 1992, specializing in active management strategies for small- and mid-cap markets. With 32 years of experience and $4.5 billion in assets under management, our team of 15 investment professionals brings an average of 20 years of industry expertise to deliver disciplined, proprietary research processes. We prioritize fundamental, bottom-up analysis to uncover opportunities in market inefficiencies while maintaining a steadfast commitment to growth mandates. Our culture emphasizes teamwork, innovation, and long-term performance, guided by a 10-step research methodology that has remained consistent through market cycles.We integrate environmental, social, and governance principles into our investment process while fostering community engagement through our Five Ps philosophy. Our track record demonstrates persistent alpha generation through pre-profit biotech investments and thematic large-cap pairings, supported by a collaborative environment where analysts average 20 years of tenure. We maintain transparency in operations and communicate clearly with clients across our diversified portfolio offerings.
Services
Small-Cap Growth
Mid-Cap Growth
Mutual Funds
ETFs
Fixed Income Solutions
Details
- Year established: 1992
Highlights and features
- 32 years of experience managing $4.5 billion in assets
- 15 investment professionals with 20+ years average industry experience
- Proprietary 10-step research process for consistent results
- Specialized expertise in pre-profit biotech investments
- Team environment with analysts averaging 20 years tenure
Services
Small-Cap Growth
Actively-managed diversified small-cap growth portfolio holding 110-120 stocks. Focuses on market inefficiencies through fundamental research while maintaining growth mandates. Delivers competitive performance with disciplined risk management strategies.
Mid-Cap Growth
Actively-managed mid-cap growth portfolio containing 80-100 stocks. Combines bottom-up research with thematic investing to capitalize on market opportunities while maintaining consistent investment style.
Mutual Funds
Growth-oriented mutual funds investing in small-sized domestic companies and financial institutions. Offers diversified exposure through actively-managed portfolios with clear investment objectives and risk management frameworks.
ETFs
Actively-managed ETFs focusing on life sciences companies and growth opportunities. Provides liquidity and diversification through transparent investment strategies aligned with market trends and research insights.
Fixed Income Solutions
Tailored fixed income portfolio management for short to intermediate-term cash needs. Balances capital preservation with yield optimization through strategic security selection and maturity structuring.
People
Scott L. Rehr
Chief Executive Officer
Scott L. Rehr leads Emerald Advisers's strategic direction with extensive executive leadership experience. He oversees organizational operations and maintains the firm's commitment to research-driven active management principles established since 1992.
Kenneth G. Mertz II
Chief Investment Officer
Kenneth G. Mertz II directs investment strategies as CIO and Portfolio Manager. With CFA designation, he leads the development and implementation of Emerald Advisers's proprietary research methodologies across all investment products.
David A. Volpe
Deputy Chief Investment Officer
David A. Volpe serves as Deputy CIO and Managing Director while leading EAM PA operations. He contributes to investment strategy development and client engagement initiatives with his CFA expertise.
Questions
What investment strategies do you specialize in?
We specialize in small- and mid-cap growth strategies, mutual funds, ETFs, and fixed income solutions using active management and fundamental research.
How long have you been in business?
Emerald Advisers has provided investment management services since 1992, maintaining consistent strategies through market cycles for 32 years.
What differentiates your approach from competitors?
Our proprietary 10-step research process, 20+ year average team tenure, and focus on market inefficiencies distinguish our active management approach.
What asset classes do you manage?
We manage equity portfolios across small- and mid-cap growth, mutual funds, ETFs, and fixed income solutions tailored to client objectives.
How do you incorporate ESG principles?
We integrate environmental, social, and governance factors into our investment process while maintaining focus on growth mandates and market opportunities.
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