Parti Pris Investment Partners CEO Art Lutschaunig Discusses Direct Indexing on Orion’s “The Weighing Machine” Podcast.

Parti Pris Investment Partners CEO, Art Lutschaunig, recently appeared as a guest on Orion’s The Weighing Machine podcast hosted by Rusty Vanneman, CMT, CFA, and Robyn Murray. The episode titled “Direct Indexing and the Future of FinTech and Managed Accounts” featured Art sharing his expertise and insights on direct indexing, one of the fastest-growing strategies in wealth management.

During the podcast, Art discussed the benefits of direct indexing for financial advisors and investors, and how Parti Pris’ services dedicated to portfolio personalization can help advisors tailor their portfolios according to their clients’ investment interests and preferences. He also talked about the future of fintech and managed accounts, and how technology can simplify portfolio management for advisors.

Art shared his advice for people thinking about starting their own business, emphasizing the importance of maintaining physical and mental health to perform at one’s best. He encouraged people to “flip the pancake” and turn problems upside down to see if the answer is on the other side.

Overall, Art’s insights on direct indexing, fintech, and portfolio management offer valuable information for financial advisors and investors alike. Parti Pris Investment Partners’ services dedicated to portfolio personalization provide an opportunity for financial advisors to create tailored portfolios that meet their clients’ specific investment interests and preferences.

To listen to the full podcast episode, follow this link: https://lnkd.in/g-MjNXDb.