Bringing all of the pieces together.
As one of the largest independent advisory firms, we have the size and freedom to bring to the table a wealth of A-list resources who add dimension and expertise to our recommendations and strategies. We hand pick our fund families and partners to ensure their philosophies, approaches and attitudes align with our own.
Focus Financial Partners
Buckingham Strategic Wealth® is part of Focus Financial Partners, a leading partnership of independent, fiduciary wealth management firms. Focus’s depth of resources and relationships enables us to continually improve and advance the Buckingham experience, enabling our firm, and our clients, to stay ahead of the curve.
About Focus Financial Partners: Focus provides superior access to best practices, resources and continuity planning for its partner firms, which serve individuals, families, employers and institutions with wealth management, benefits consulting and investment consulting services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of a market leader to achieve their business objectives. For more information about Focus Financial Partners, please visit www.focusfinancialpartners.com.
The BAM ALLIANCE
Buckingham is a proud member of the BAM ALLIANCE, an active community of more than 135 independent wealth management firms throughout the United States. Every member of the BAM ALLIANCE shares our fiduciary pledge to act in their clients’ best interests and help investors and their families take control of their financial futures. In the aggregate, the total number of assets under management or administration as of December 31, 2019 for BAM, including the Loring Ward offering, was $36.19 billion.
Dimensional Fund Advisors
The mission of Dimensional Fund Advisors is to deliver the performance of capital markets and increase returns through state-of-the-art portfolio design and trading in a low-cost, tax-efficient manner. Its investing model is guided by decades of research and based on what the science of capital markets demonstrates to be the most effective way to invest.
Bridgeway’s philosophy is simple: put investors first – and improve the world while doing it. Their investment process is statistically driven and evidence-based, built around the fiduciary promise to act in clients’ best interest. That means keeping investment costs low while providing expertly designed investments options to our clients (see comment). Of course, it goes deeper than that: Bridgeway donates 50% of its profits to nonprofit organizations every year.
Founded in 1998, AQR Funds manages assets for the largest institutional investors in the US, Europe and Australia. AQR is the leading provider of alternative investments and broad spectrum, long-only funds. Their investment philosophy is centered on a systematic process to control costs and manage risk, all grounded in solid economic principles.
Charles Schwab was founded in 1973 with an aim to make investing more accessible to the general public. Today Schwab is also one of the largest mutual fund companies in the nation, offering everything from index-tracking funds to comprehensive asset allocation tracking solutions.
Fidelity gives investors the kind of global reach and multi-asset class management experience critical to building a diverse portfolio. Fidelity’s no-load funds provide a range of choice and value to Buckingham clients.
TD/Ameritrade offers one of the industry’s most sophisticated trading platforms. The company has also won awards for its customer support and educational resources, helping investors make smarter, more informed decisions.