Portfolio Review

  •  

    Questions about your current portfolio or seeking a second opinion?
     
    Speak with one of our
    advisors
    or call 866.545.8816. (New clients only.)
    All other needs, call 800.711.2027.

     

Institutional Advisory Services PDF Print E-mail
If you’re the leader of a nonprofit organization, what are you looking for in an advisor?
  • Trust and commitment to a fiduciary standard
  • A competitive fee
  • Expertise with nonprofit organizations
  • Service orientation
  • An understandable investment strategy backed by long-term performance
You will find all of these qualities at Buckingham Asset Management.
 
Buckingham provides fee-only investment management, and as a Registered Investment Advisor firm, we are legally held to a fiduciary standard. All clients are served by a dedicated team that has long tenure working with nonprofit organizations. Buckingham also employs a low-cost investment strategy that gives clients the best chance of achieving their goals within their risk tolerance. Our strategy is supported by the Uniform Prudent Management of Institutional Funds Act (UPMIFA).
 
If this is what you’re looking for, we would be honored to answer your questions or respond to your next request for proposal.

For a free consultation and to speak with one of our advisors, please call 866.545.8816 or submit our contact us form.


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