Pouring Wine & Wisdom: Fiduciary Responsibility and Investment Insights

Hosted by Alex Serman, Managing Director of Wealth and Institutional at First Rate, this episode takes a unique turn away from whiskey to explore the world of port wine with guest Stephen Campisi from the Pensar Group. 

 The discussion touches on critical topics such as sustainable withdrawal rates, intergenerational equity, and the shift towards client-focused investing. Campisi emphasizes the need for a client-centric approach, urging professionals to prioritize client goals over statistics.

Watch the full podcast to hear about an upcoming series of articles, which will delve into asset allocation, outlining a practical approach to building a portfolio that aligns with client goals with a goal to transform the investment process into a consistent and risk-aware philosophy.