Meet Jared Kizer

Kizer,-Jared_4071_processed_websmallAn integral member of the Institutional Services team, Jared Kizer, CFA is chief investment officer for Buckingham and the BAM ALLIANCE. And while it sounds like his job is all about the numbers, what he likes most about his role is the opportunity for him to collaborate every day with advisors, clients and prospects, helping others better understand the complicated concepts that

will have a tangible effect on their financial lives. He also chairs the firm’s Investment Policy Committee, which evaluates findings from academic research and applies that learning to develop its investment strategy recommendations.

 

Jared’s passion for education doesn’t end with Buckingham. In 2008, Jared co-authored the book “The Only Guide to Alternative Investments You’ll Ever Need” with financial author Larry Swedroe. Jared has written several articles on topics including retirement planning and investment policy. His work has been published in The Journal of Portfolio Management, Journal of Indexes, IndexUniverse.com, AdviceIQ.com, Morningstar.com and USA Today. He maintains a blog at MultifactorWorld.com. Jared has also made appearances on local and national television, including Bloomberg Television.

Jared began his career at Buckingham as an investment advisor associate, an investment advisor from 2003 to 2008 and then rejoined the firm in 2010. For the previous two years, Jared was an investment strategies analyst at NISA Investment Advisors, a firm in St. Louis that manages fixed income portfolios for institutional clients. Jared holds a master’s degree in finance from Washington University in St. Louis. He lives in Chesterfield, Mo. with his wife and children.

See Jared’s complete bio and contact information.

Buckingham

BUCKINGHAM was founded in 1994 to provide a disciplined, academically based investment experience tailored to address each client’s distinct willingness, ability and need to accept market risk. Offering an advisor relationship built on personal trust and company-wide integrity, we serve as a Registered Investment Advisor offering fee-based investment management to individuals, businesses, trusts, partnerships, not-for-profit organizations and retirement plans.

Foundational Materials

Buckingham prides itself on producing a wealth of non-biased financial information on a regular basis. See these articles from our blog and from our thought leaders around the nation.

Buckingham Library

Click on the covers to learn more and order the books our national thought leaders have written in recent years.

Previous Slide
Next Slide