The BAM ALLIANCE


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       Delivering on the Promise 
     of True Wealth Management 



     

Portfolio Review

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    Questions about your portfolio
    or seeking a second opinion?

    Contact us via our contact form 
    or call 866.545.8816
    (new clients only).
     

    All other inquiries,
    call 800.711.2027.

     

Where is my money held? PDF Print E-mail
While you grant Buckingham Limited Power of Attorney (LPOA) to execute transactions on your behalf, you remain in control of your assets. Your individual account is held in your name at a quality custodian such as Schwab Institutional, Fidelity Investments or TIAA/CREF. Similarly, retirement plans are typically held at custodians that specialize in such services.