|“An effective asset allocation process includes the consideration of fundamental macroeconomic research, technical market data, behavioral finance and valuation. These factors help shape the active positioning of a portfolio within the confines of a strategic long-term allocation.”|
About jared a. nishida, CFA
Jared Nishida is a Managing Director with Oxford Financial Group, Ltd. where he serves as a member of the Oxford Investment Fellows.
Before joining Oxford in 2010, Jared was an investment analyst at KSM Capital Advisors, LLC (KSMCA), a registered investment advisor. In his role, Jared directed the research efforts for the firm and was a member of the Investment Committee. He also guided the management of KSMCA’s discretionary portfolios and assisted in client meetings.
As a Managing Director at Oxford, Jared’s main responsibilities are investment research, manager due diligence and developing customized asset allocations. His expertise also includes addressing investment issues with clients and advising on specific portfolio questions. In addition, Jared helps oversee implementation in all phases of the investment management process.
A graduate of Taylor University, Jared holds a Bachelor’s degree in Business Administration. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Minnesota.