Ep 121: Crafting A Differentiated Investment Process By Engaging Clients And Community with Rachel Robasciotti

Rachel Robasciotti is the founder of Robasciotti & Phillipson, an independent RIA that oversees $140 million of assets for more than 100 individual clients. With 15 years of experience in the industry, Rachel has not only built a successful firm, but also a unique proprietary investment process (dubbed RISE, for Return on Investment and Social Equity) that goes beyond doing socially responsible investing and actually engages her local community to help with the screening process.

In this episode, Rachel shares her path through the financial services industry, including the unique challenges she faced starting a firm not only as a young advisor, but as a young black female who came from a poor upbringing. Listen in to learn how she had handled the pressure to conform to the industry standard expectations of financial advisors, her experience going out on her own at the age of 25, and the important lessons she learned along the way.

For show notes and more visit: https://www.kitces.com/121