Trends with Benefits #133: Bringing Institutional-Grade Investing to Individual Portfolios>
Daniel Gourvitch, President of Mercer Advisors, joins this episode as we dive into why proper diversification is still underappreciated, how Mercer brings institutional-level investment strategies to individual families, and what AI means for the future of wealth management. Daniel also shares his perspective on navigating market uncertainty and building custom portfolios.
Show Notes:
05:30 What is proper diversification?
07:20 Daniel’s approach to portfolio construction
11:58 Technology’s role in the future of wealth management
14:38 About Mercer Advisors
26:00 Exciting developments in the coming year
27:36 Trend or Fad
Trend or Fad
Listen for Daniel’s take on the tokenization of real assets, AI-powered investment strategies, deglobalization and “Made in America” manufacturing resurgence, and micro retirement.
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