September 19, 2022

Buckingham Weekly Perspectives | Interval Funds

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.

About the Author

Jared Kizer

Chief Investment Officer

Jared Kizer is the Chief Investment Officer for Buckingham Strategic Wealth. 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 such topics as retirement planning and investment policy. His work has been published in The Journal of Portfolio Management, Journal of Indexes and Jared has made appearances on local and national television, including Bloomberg Television. Additionally, he writes the blog Multifactor World. Jared holds a master’s degree in finance from Washington University in St. Louis.