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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.

     

Our Model Print E-mail

At Buckingham, you are the center of our universe.

At Buckingham, we are at the center of the passive investing universe. And this is how we got there: By putting you at the center of our universe.
 
That may sound simple enough, but our model is actually quite different than that of many in our business, whose universe revolves around their interests, not their clients. We have chosen to be fiduciaries, legally obligated to act in your best interest at all times.
 
Our model is also different because of our philosophy. We base our recommendations on science, not opinions. We aren't fixated on the latest swings on Wall Street or why a certain stock is underperforming. Therefore, when you meet with us, we spend our time together discussing the things that matter most to you, whether it's risk management, charitable giving, Social Security or other issues concerning your wealth. And then there's this concept to ponder: We invest in the same vehicles that we recommend to our clients.

We aren't money managers. We are true advisors — for all your needs. That's what our world is all about.

To recap:

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