Azim Nakhooda

Portfolio Manager-Equities at

Signature Estate & Investment Advisors LLC

Finance

Consumer Services

Profile

Mr. Azim Nakhooda is a Senior Partner at Signature Estate & Investment Advisors LLC.
He serves a cadre of client relationships in all matters related to managing their financial objectives.
He is a Registered Representative with Signature Estate Securities, and Investment Advisor Representative with SEIA, SEC Registered Investment Advisors.
Prior to joining the firm, Mr. Nakhooda served as Director of Investments for Cleveland Financial Group.
There, he managed investment processes for a private client group and was the primary liaison to partner asset management firms, advised on portfolio construction, and developed market strategies.
Mr. Nakhooda also has worked for Fidelity Investments in Boston, Mass., focused in philanthropic portfolio management.
He received a Bachelor of Arts degree from Boston College and a Masters of Business Administration degree from Case Western Reserve University.

Azim Nakhooda active positions

Companies	Position	Start
Signature Estate & Investment Advisors LLC Signature Estate & Investment Advisors LLC Investment ManagersFinance SEIA’s Department of Investment Management and Economic Strategy (DIMES) is responsible for the research and development of SEIA’s asset allocation targets. DIMES uses the principles found in Modern Portfolio Theory, proprietary research, and third-party research. Their analysis and investment selection are driven by a two-prong approach (Quantitative and Qualitative) to filter the investment universe of each asset class and style down to specific investments that meet SEIA’s standards.	Portfolio Manager-Equities	01/06/2024

All active positions of Azim Nakhooda

Former positions of Azim Nakhooda

Companies	Position	End
Cedar Brook Financial Partners LLC Cedar Brook Financial Partners LLC Investment ManagersFinance Cedar Brook Group utilizes a combination of fundamental, technical, cyclical and behavioral finance methods of analysis while employing an asset allocation strategy based on a derivative of Modern Portfolio Theory (MPT). The firm primarily allocates client assets among various mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, options and independent investment managers in accordance with their stated investment objectives.	Chief Executive Officer	01/02/2018

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Private companies	4
Signature Estate & Investment Advisors LLC Signature Estate & Investment Advisors LLC Investment ManagersFinance SEIA’s Department of Investment Management and Economic Strategy (DIMES) is responsible for the research and development of SEIA’s asset allocation targets. DIMES uses the principles found in Modern Portfolio Theory, proprietary research, and third-party research. Their analysis and investment selection are driven by a two-prong approach (Quantitative and Qualitative) to filter the investment universe of each asset class and style down to specific investments that meet SEIA’s standards.	Finance
Boston College Boston College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Case Western Reserve University Case Western Reserve University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Cedar Brook Financial Partners LLC Cedar Brook Financial Partners LLC Investment ManagersFinance Cedar Brook Group utilizes a combination of fundamental, technical, cyclical and behavioral finance methods of analysis while employing an asset allocation strategy based on a derivative of Modern Portfolio Theory (MPT). The firm primarily allocates client assets among various mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, options and independent investment managers in accordance with their stated investment objectives.	Finance