While interval funds aren’t as widely known as their popular counterparts mutual funds or ETFs, they may be a valuable vehicle for portfolios looking to hold less liquid investments. In this episode of Buckingham Weekly Perspectives, Chief Investment Officer Jared Kizer explains what interval funds are, their pros and cons and how they may be a beneficial addition to a well-balanced financial plan.
Jared Kizer, CFA
Jared Kizer evaluates findings from academic research and applies that learning to develop investment strategy recommendations. Jared collaborates daily with advisors and clients, helping investors better understand the complicated concepts that can have a tangible effect on their financial lives. Jared holds a master’s degree in finance from Washington University in St. Louis.