We put our partners to work for you

BAM Advisor Services (BAM)
With BAM Advisor Services (BAM), we offer world class asset management and research capabilities, any time you need them. Buckingham’s passive asset class investment philosophy is based on Modern Portfolio Theory, as well as rigorous, ongoing research by the world’s leading financial economists.






Dimensional Fund Advisors, Inc. (DFA)
provides a high quality collection of passive asset class, institutional, no-load mutual funds. DFA is a respected global leader in structuring investment portfolios for a wide variety of entities, including corporations and pension plans.





Schwab Institutional
has pioneered customer service in the independent investment advisor arena. They serve as custodian and broker for our clients.






Fidelity Investments
encourages investors to take a long-term view when making an investment. They serve as custodian and broker for our clients.





BenefitStreet
prides itself on removing all barriers and conflicts of interest in the investment process. Our alliance with BenefitStreet gives our clients access to a fully bundled, Web-based, competitively priced 401(k) service for plan sponsors, and their employees.



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