Pantheon Investment Group, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Pantheon Investment Group and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Pantheon Investment Group unless a client service agreement is in place.  

Thomas A. Moritz, CFA, MBA

Founded Pantheon in 2016. Mr. Moritz is a Portfolio Manager and Investment Analyst for the firm. Prior to joining Pantheon, Mr. Moritz was affiliated with Clifford Swan Investment Counsel, Provident Equity Group, Credit Suisse First Boston, and Bear Stearns. Mr. Moritz received his undergraduate degree in Business Administration from University of Southern California and MBA at Claremont Graduate School. Mr. Moritz is a Chartered Financial Analyst and a member of CFA Los Angeles.

Pantheonfunds.com  |  2019

Team

‚ÄčPantheon provides a consistently sound investment process through our team-based approach. Our flat organization structure allows for effective decision making and ensures accountability for business decisions and performance with a goal of providing clients with long term, attractive returns. Pantheon is 100% employee owned; our independence combined with our team-based approach allows us to focus on driving value for clients. Pantheon has a commitment to invest alongside our clients.

Allen T. Mercer, CFA, MBA

Founded Pantheon in 2016. Mr. Mercer is a Portfolio Manager and Investment Analyst for the firm. Prior to joining Pantheon, Mr. Mercer was affiliated with Clifford Swan Investment Counsel, Capital Group (American Funds), and Jensen Investment Management. Mr. Mercer received his undergraduate degree in Finance from Oregon State University and MBA, Finance at Willamette University. Mr. Mercer is a Chartered Financial Analyst and a member of CFA Los Angeles. Serves on the Foundation Board for the Portland Japanese Garden.