Alex Shahidi has over 20 years of experience as an investment consultant managing multibillion-dollar portfolios. Alex, along with co-founder Damien Bisserier, oversees the research and client service efforts at ARIS. Prior to launching ARIS in 2014, he worked as an Institutional Consultant at Merrill Lynch. He led one of the firm’s largest institutional consulting groups, advising more than $10 billion in assets with an average client size of approximately $300 million.
Alex focuses on advising large pension funds, foundations, endowments, and ultra-high-net-worth families. He works with his clients in a variety of financial areas including developing investment policy statements, managing asset allocation, selecting managers, monitoring portfolio performance, and creating financial plans.
Alex graduated cum laude from the University of California, Santa Barbara, with degrees in business economics and law. He earned a JD from the University of California, Hastings Law School, and is a licensed attorney in California.
Alex 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®). Barron’s magazine, a Dow Jones publication, ranked him as one of America’s Top 100 Independent Financial Advisors in 2016-2019, Top 1,200 Financial Advisors in 2014 and 2017-2020, and Top 1,000 Financial Advisors from 2010 through 2013.
Alex 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 (released in 2014) describes in detail the conceptual framework backing the RPAR Risk Parity ETF. The article introducing the premise of the book was recognized with the IMCA 2012 Stephen L. Kessler Writing Award and was also featured in the Wall Street Journal, Market Watch, Money News, Fidelity.com, and Wall Street Daily.