Welcome To

The Pensar Group

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Specializing in investment guidance for every client segment:
 

  • Private wealth

  • Philanthropic

  • Pensions

  • Insurance

Independent primary research into:
 

  • Asset allocation

  • Risk analysis

  • Fund Selection in a total portfolio context

  • True goals-based investing 

  • Client-centered performance measurement

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Steve Campisi is inducted into the Performance and Risk Management Hall of Fame by David Spaulding

 

Upcoming Events

  • CFA Society of Copenhagen, Denmark TBA
    Time is TBD
    Location is TBA
    Time is TBD
    Location is TBA
 

Learn from the best & Become the best

Publications

LinkedIn Series
Public Services
White Paper Series

Are You Seeking a Professional Credential?

Our classes will provide the fundamental knowledge you need to maximize the investment of your time in studying for your exams. Why not start the credentialing process from a position of strength?

GIVE US A CALL

860-214-7504

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OUR LOCATION

Torrington, CT

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