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Welcome To

The Pensar Group

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Specializing in investment guidance for every client segment:
 

  • Private wealth

  • Philanthropic

  • Pensions

  • Insurance

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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

About

Upcoming Events

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

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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