Opto Investments and Mercer Advisors have joined forces to revolutionize the world of private markets investment. This unexpected partnership brings cutting-edge technology to the forefront of traditional wealth management, all while keeping the client’s best interests at heart.
By combining Opto’s tech-savvy approach to private markets access with Mercer Advisors’ wealth management expertise, this collaboration aims to streamline the investment process, making it more efficient and cost-effective for clients. With a focus on transparency, trust, and aligning interests, this new partnership sets a precedent for the industry.
Daniel Gourvitch, President at Mercer Advisors, emphasizes the importance of this strategic partnership, stating, “We found the right partner in Opto to enhance our private markets platform and deliver institutional-grade investing to our clients.”
Donald Calcagni, Chief Investment Officer at Mercer Advisors, further explains, “We’re breaking the mold with our approach to private markets by leveraging Opto’s technology to create customized investment opportunities for our clients.”
In the constantly evolving landscape of wealth management, this collaboration between Opto Investments and Mercer Advisors sheds light on the importance of innovation and client-centric solutions. As the industry continues to adapt to new technologies and investor demands, partnerships like this one pave the way for a more efficient and client-friendly investment experience.
