In this revealing episode of The Finance Geeks, the curtain is pulled back on the portfolio management control room. Warren and Paul kick off by exploring the meaning of portfolio management and why transparency is key in the world of investing. Each introduces his core investment philosophy—grounded in evidence-based decision-making and a focus on controlling costs, asset allocation, and risk.

Next, the discussion dives into the nuts and bolts of the investment process and details each approach to portfolio construction. Warren and Paul break down how they balance equity, bonds, property, and commodities while incorporating factor investing to capture market premiums.

Finally, the backbone of their strategies is revealed—the Investment Policy Statement (IPS). Learn how rigorous research and detailed documentation ensure a consistent, structured approach to managing portfolios. Tune in for an insider’s look at how these financial planners invest, and see exactly what goes on behind the scenes to keep their strategies sharp and their performance on track.

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Chapters: 0:00 - Intro

8:46 - The Focal Point: How We Invest - Behind the Scenes of Portfolio Management

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Podcast Reference Links:

PC Gym Workout – Shoulders and Chest

Charlie Hodgson

Airplane II: The Sequel

Airplane II: The Sequel Quotes

The Fat Duck Restaurant

Tandem’s Core Investment Philosophy

Dimensional Fund Advisors

Vanguard

This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action.