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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.
As our name says, we are strategic partners to independent RIAs and advisors. Our purpose is to support you on your journey to building your dream practice. Not only do we take administrative tasks off your plate so that you can focus on your clients, Buckingham provides you with the expansive wealth of resources of a larger institution, confidence in your investment approach and a clear process to demonstrate greater value to your clients.
In addition to having a dedicated team to support the daily demands of running a business, Buckingham’s evidence-driven investment style, wealth of resources and professionally created content can help free up valuable hours so you can focus on developing deep client relationships and high-paying activities.
Unlike TAMPs that only provide basic resources, our team helps power your practice by sharing the work of our impressive roster of industry thought leaders, including Michael Kitces and Jeffrey Levine, as well as authors, educators and nationally known speakers. These authorities in the field are passionate about research, coaching, education and making sure you can support your client and prospects’ unique needs.
When you partner with Buckingham, you instantly become part of a community of CFPs, CPAs, planners and like-minded advisors. This is an unparalleled opportunity to connect, problem solve and learn from professionals just like yourself.
Stand behind an investment philosophy. Gain confidence knowing our evidence-driven investing philosophy is based on nearly a century of data, Nobel prize winning analysis and research, plus insights from behavioral finance and leading academics—including Investment Committee members Dr. Meir Statman and Nobel Laureate Dr. Harry Markowitz.
"Our TAMP-like service helps give you more time in your day while providing more than just a solution to an investment problem. Our holistic wealth management approach supports your clients’ trust, your growth journey, offers a wealth of planning and investment resources, a dedicated support team and a network of like-minded advisors."
-Alex Potts, President
* As of March 31, 2022 BSP had $3.04 billion of discretionary regulatory assets under management and $15.46 billion of non-discretionary regulatory assets under management. In addition, BSP provides administrative, back-office and retirement plan services to $20.17 billion of assets managed or advised by the independent firms that hire BSP for its services. In the aggregate, the total number of assets under management or administration was $38.66 billion.
Buckingham Strategic Partners was born from the BAM ALLIANCE, BAM Advisor Services and Loring Ward brands. Collectively, we’ve spent over 30 years creating a better wealth experience for financial advisors and their clients. At Buckingham Strategic Partners, we share a collaborative culture with our sister company Buckingham Strategic Wealth. We believe in the benefit of collective wisdom shared across our organizations.
While we are not officially affiliated with them, we have been long-term partners with Dimensional Fund Advisors. By working with us, you’ll gain exclusive benefits from Dimensional. We predominantly use funds advised or sub-advised by Dimensional, as well as other evidence-driven managers, to build, monitor and rebalance our globally diversified portfolios.
Buckingham Strategic Partners was born from the BAM ALLIANCE, BAM Advisor Services and Loring Ward brands. Collectively, we’ve spent over 30 years creating a better wealth experience for financial advisors and their clients. At Buckingham Strategic Partners, we share a collaborative culture with our sister company Buckingham Strategic Wealth. We believe in the benefit of collective wisdom shared across our organizations.
While we are not officially affiliated with them, we have been long-term partners with Dimensional Fund Advisors. By working with us, you’ll gain exclusive benefits from Dimensional. We predominantly use funds advised or sub-advised by Dimensional, as well as other evidence-driven managers, to build, monitor and rebalance our globally diversified portfolios.