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Alex Shahidi

Area of Expertise: Investment consulting

Web Site: arisconsulting.com

Books: “Balanced Asset Allocation: How to Profit in Any Economic Climate” (Wiley, 2014)

Email: ashahidi@arisconsulting.com

Biography: Alex Shahidi has more than 15 years’ experience as an investment consultant managing multibillion-dollar portfolios. He co-founded Advanced Research Investment Solutions (ARIS) in 2014 and is currently advising on approximately $10 billion in client assets. Prior to founding ARIS, he worked as an institutional consultant at Merrill Lynch, heading up one of the firm’s largest institutional consulting groups.

Shahidi graduated cum laude from University of California, Santa Barbara, with degrees in business economics and law. He earned a J.D. from the University of California, Hastings Law School, and is a licensed attorney in California.

Shahidi is a Chartered Financial Analyst (CFA), a Certified Investment Management Analyst (CIMA), a Certified Financial Planner (CFP), a Chartered Life Underwriter (CLU), and a Chartered Financial Consultant (ChFC). Worth magazine named him one of the 250 best financial advisers in America in 2008. On Wall Street magazine ranked him one of the top 40 advisers in the country under the age of 40 in 2008, 2009, and 2010. Barron’s magazine, a Dow Jones publication, also designated him one of the top 1,000 financial advisers in America in 2010, 2011, 2012, and 2013

Shahidi is a prolific writer, contributing articles on asset allocation and long-term equity market cycles to Investments and Wealth Monitor, a national publication of the Investment Management Consultants Association (IMCA), and Advisor Perspectives, a leading publisher for financial professionals. His book, titled “Balanced Asset Allocation: How to Profit in Any Economic Climate,” was released in late 2014. The article introducing the premise of the book was recognized with the IMCA 2012 Stephen L. Kessler Writing Award and received coverage in The Wall Street Journal, Market Watch, Money News, Fidelity.com and Wall Street Daily.

author Image Alex Shahidi CIMA, CFA, CFP, is co-founder of the investment consulting firm ARIS and author of "Balanced Asset Allocation: How to Profit in Any Economic Climate" (John Wiley & Sons, 2014).

Recent Articles

  • Building a Balanced Portfolio: An Unconventional Allocation

    AAII JOURNAL ● PORTFOLIO STRATEGIES,ASSET ALLOCATION ● June 2015