

Dakota Live! Podcast: Delivering for Clients with Kate Pizzi of Fiducient Advisors
Kate Pizzi, Partner and Senior Consultant of Fiducient Advisors joins us at Dakota Live! to take us through her experience from actuary to portfolio manager to investment consultant and what she has learned over the years to help her deliver success for clients and colleagues. Kate services institutional clients by providing advice and counsel on all areas of fund oversight including investment policy development, asset allocation, manager research, portfolio structure, rebalancing, and performance monitoring. Fiducient Advisors is a full-service asset advisory business founded in 1995. With over 200 professionals and $230 billion in assets under advisement (as of June 30, 2022), Fiducient is one of the premier consultancy businesses in the US with providing investment consulting services to retirement plans, endowments and foundations, private clients, and financial institutions. Tune in to this informative and wide-ranging discussion with one of the leading investment consultants in the financial services industry.