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.

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Bringing Institutional-Grade Investing to Individual 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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