You have lots of options to support your business. But to grow a roster of high-net-worth clients in today’s competitive financial landscape, you need more. That’s where we come in.
We are more than an asset management provider; we are your dedicated partner helping you every step of the way to ensure more time and care to your clients and business. When you work with Buckingham Strategic Partners, you receive a suite of solutions designed to help power your dream practice.
Partner with us and you’ll have a dedicated team of trained professionals, an extension to your own team, to handle the detailed back-office work. With the efficiency and peace of mind offered by our Advisor Services team, you’ll have a second set of eyes to help minimize risk, work with custodians, and carefully review and reconcile each request. We understand that advisors rarely grow their practice, or create an exceptional advisory experience, by spending less time with their clients. Our team of professionals is here for you to offload both the easy and tough problems to solve the burdens of billing, trading, transaction services and more. Learn More
As a part of Buckingham Strategic Partners, you gain access to our industry authorities and advice to help you navigate unique client cases and implement advanced planning strategies for your clients’ complex needs. While not a core solution for many TAMPs, we believe our advanced planning insights will allow you to keep up and implement the latest changes in financial planning. This necessary support helps better equip you to confidentially engage in deeper planning conversations with your clients. Learn More
We know your clients trust you with their life savings and we believe they deserve Buckingham’s peer reviewed, evidence-driven investing approach. We eliminate the guesswork and speculation of active money management. We help you build and maintain custom portfolios to capture the returns of global stock and bond markets, mitigate taxes and most importantly support you on your journey to helping your clients reach their long-term goals. Evidence-driven investing is based on decades of data, the work of multiple Nobel Laureates and insights from behavioral finance and leading academics. Your clients should expect nothing less. Learn More
When you work with us, you draw from a variety of solutions including ETFs, mutual funds, SMAs for tax efficiency and even our customizable fixed income desk. Our fixed income desk builds short-term, high-quality bond portfolios, customized for your client’s tax bracket and state of residency. While focused on maximizing after-tax returns without sacrificing credit quality, we support the time-efficient creation of personalized plans for each client. Additionally, reviewing performance on an asset allocation or comparing a client’s current holdings versus a recommended portfolio is easy with our powerful online tools that help you get presentation-ready with ease. Learn More
Industry leading portfolio management tools, rigorous processes and attention to detail are the foundations of every successful advisor. These are simply table stakes. Added to your toolkit, we offer a range of easy-to-use portfolio analysis tools to help you guide each individual client to better portfolio decisions. Access risk, run gap analyses and process and run plans with MoneyGuidePro or MoneyGuideElite, all within a comprehensive wealth planning suite. All provided to help YOU better serve your clients. Learn More
Consistent, high-quality client communications are a time challenge for many advisors. As an advisor utilizing our platform services, you can access a range of professionally designed and written brochures, presentations, videos, documentation and more. We also have a library of published books for you to distribute as client educational pieces, some of which can be customized with your own forward. To help save you time, many of the materials are unbranded and can be printed on demand. Learn More