Doug Kinsey is a partner in Artifex Financial Group, a fee-only financial planning and investment management firm based in Dayton, Ohio.
Doug has over 25 years experience in financial services, and has been a CFP Certificant since 1999. Additionally, he holds the Certified Investment Management Analyst certification from the Investments and Wealth Institute. He is a graduate of The Ohio State University and also completed the University of Chicago Booth School of Business Investment Management Education Program. Additionally, Doug has completed post-graduate work through the Harvard Business School HBX program, and is finishing a Masters Degree in Management at Harvard University.
Doug’s passion for financial planning is rooted in investments. He read books on investing as a child and has always found the idea of learning about companies, discovering new ideas, and finding hidden values to be extremely exciting. He does not believe in the abuses of Modern Portfolio Theory or an over-reliance on statistics and indexing. Active management is not dead, but the way it is approached should be. Common sense and careful investing are what is required to be a successful investor.
Artifex Financial Group was founded in 2007 by Doug and his business partner, Darren Harp. Artifex currently advises over $100,000,000 in assets and serves 180 client households and corporate pension plans. In addition to personal financial advice, AFG provides active investment management, back office solutions, process improvement strategies and employee development consulting to financial advisory firms.
In his free time, Doug enjoys boating, fishing, golf, hiking, cycling, reading, and is a supporter of The Ohio State University, Harvard University, and the Ohio University Bobcat Club.. He is a member of the Harvard Varsity Club, Harvard Alumni Club of Central Ohio, and several local business organizations, including the Columbus Metropolitan Club.
Certified Investment Management Analyst® (CIMA®)
The CIMA certification signifies that an individual has met initial and ongoing experience, ethical, education, and examination requirements for investment management consulting, including advanced investment management theory and application. To earn CIMA certification, candidates must: submit an application, pass a background check and have an acceptable regulatory history; complete an in-person or online executive education program through a Registered Education Provider; pass an online Certification Examination; Pass a second background check; and have three years of financial services experience at the time of certification.
CIMA certificants must adhere to Investments & Wealth Institute’s Code of Professional Responsibility, and Rules and Guidelines for Use of the Marks. CIMA designees must report 40 hours of continuing education credits, including two ethics hours, every two years to maintain the certification.
Artifex Financial Group was founded in 2007 by Doug and his business partner, Darren Harp. Artifex currently advises over $100,000,000 in assets and serves over 200 client households and local businesses. In addition to personal financial advice, AFG provides active investment management, back office solutions, process improvement strategies and employee development consulting to financial advisory firms.
Harvard Business School recently produced a video testimonial featuring Doug for their Leading With Finance program. Click the "Play" button to see more.