Daniel Gourvitch Featured in “Trends with Benefits” Podcast

In this podcast episode, Mercer Advisors President Daniel Gourvitch discusses: 

  • The power of diversification for building resilient portfolios — especially in turbulent markets 
  • How we deliver custom-built and institutional-grade investing programs for every client — with a dedicated investment team of over 100 people 
  • The value of handpicking advisors for each client — and providing them with expertise for their full financial picture 

For more on Mercer Advisors’ investing approach, see the content below: 

To learn more about what Mercer Advisors offers, see the following: 

Mercer Advisors Named #1 RIA Firm by Barron’s for Second Consecutive Year
Mercer Advisors Named a Top 10 Bay Area Wealth Management Firm by San Francisco Business Times
Advisor Matching Tool Wins Client Initiative at 2025 Wealthies
Jessica Caruso Honored by Pacific Coast Business Times on Their 40 Under 40 List
Is a Bubble Brewing in Private Credit? Wealth Managers Weigh In

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