Tavares | Winter Park | The Villages

Through our RIA, Destiny Wealth Partners, we have access to Mercer Financial Intermediary Services/Mercer Research (Mercer), and Vivaldi Capital Management’s Alternative Investment Platform, powered by Vivaldi Investment Research, (Vivaldi), for a range of customized investment services including manager research and ratings, model portfolios, manager selection, consolidation of reporting, custom fund implementations and due diligence across the investable universe.

Mercer is a wholly owned subsidiary of Marsh & McLennan Companies (NYSE: MMC), and has employees based in 44 countries and 56 cities. They have $15 trillion under advice as of June 30, 2019, $305 billion under management as of December 31, 2019, and $7 trillion in subscriber assets. Their investment services offering includes access to one of the largest manager research platforms in the industry.

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