An Extension of Your Team

When you partner with Buckingham, we become an extension of your team. We strive to deliver a level of partnership, research support and professional development that goes far beyond day-to-day operational details.

Client Service Team

  • Custodian Relationship Management
  • Operational Support
  • Billing Support

 

Onboarding & Transitions

  • Book Transition Assistance
  • DocuSign Support

 

New Accounts

  • New Account Platform Set Up
  • New Account Custodian Paperwork Guidance
  • Custodian Subject Matter Resources

 

Cash Management

  • Automatic Distributions
  • Wires, Journals, Transfers

Trading Desk

  • Rebalancing
  • Tax-Loss Harvesting
  • Proposed Trades for tax management

 

 

Investment Analysis

  • Ongoing Due Diligence & Research for Model Portfolios
  • Portfolio Strategy & Research
  • Investment Policy Committee
  • Portfolio Comparison Tools

Fixed Income Desk

  • Custom Bond Ladders
  • Transition Analysis
  • Ongoing Monitors
  • Fixed Income Proposals

Advanced Planning

  • Industry Leadership and Knowledge
  • Guidance for Implementing Advanced Planning Strategies
  • Tailored Case Design for Complex Cases

 

Retirement Solutions

  • Fiduciary Investment Management 3(38)
  • Retirement Education & Communications
  • Support Team for Retirement Business Growth

 

Advisory Solutions Team

  • High-Net-Worth Case Design
  • SMA Solutions
  • Wealth Planning Solutions
  • Global Advisor Study

Client Service Team

  • Custodian Relationship Management
  • Operational Support
  • Billing Support

 

Onboarding & Transitions

  • Book Transition Assistance
  • DocuSign Support

 

New Accounts

  • New Account Platform Set Up
  • New Account Custodian Paperwork Guidance
  • Custodian Subject Matter Resources

 

Cash Management

  • Automatic Distributions
  • Wires, Journals, Transfers

 

Trading Desk

  • Rebalancing
  • Tax-Loss Harvesting
  • Proposed Trades for tax management

Fixed Income Desk

  • Custom Bond Ladders
  • Transition Analysis
  • Ongoing Monitors
  • Fixed Income Proposals

Advanced Planning

  • Industry Leadership and Knowledge
  • Guidance for Implementing Advanced Planning Strategies
  • Tailored Case Design for Complex Cases

 

Retirement Solutions

  • Fiduciary Investment Management 3(38)
  • Retirement Education & Communications
  • Support Team for Retirement Business Growth

 

Advisory Solutions Team

  • High-Net-Worth Case Design
  • SMA Solutions
  • Wealth Planning Solutions
  • Global Advisor Study

 

Investment Analysis

  • Ongoing Due Diligence & Research for Model Portfolios
  • Portfolio Strategy & Research
  • Investment Policy Committee
  • Portfolio Comparison Tools
Extension of Your Team infographic

When you partner with Buckingham, we become an extension of your team. We strive to deliver a level of partnership, research support and professional development that goes far beyond day-to-day operational details.

Extension of Your Team infographic

Client Service Team

  • Custodian Relationship Management
  • Operational Support
  • Billing Support

Onboarding & Transitions

  • Book Transition Assistance
  • DocuSign Support

New Accounts

  • New Account Platform Set Up
  • New Account Custodian Paperwork Guidance
  • Custodian Subject Matter Resources

Cash Management

  • Automatic Distributions
  • Wires, Journals, Transfers

Trading Desk

  • Rebalancing
  • Tax-Loss Harvesting
  • Proposed Trades for Tax Management

Investment Analysis

  • Ongoing Due Diligence & Research for Model Portfolios
  • Portfolio Strategy & Research
  • Investment Policy Committee
  • Portfolio Comparison Tools

Fixed Income Desk

  • Custom Bond Ladders
  • Transition Analysis
  • Ongoing Monitors
  • Fixed Income Proposals

Advanced Planning

  • Industry Leadership and Knowledge
  • Guidance for Implementing Advanced Planning Strategies
  • Tailored Case Design for Complex Cases

Retirement Solutions

  • Fiduciary Investment Management 3(38)
  • Retirement Education & Communications
  • Support Team for Retirement Business Growth

Advisory Solutions Team

  • High-Net-Worth Case Design
  • SMA Solutions
  • Wealth Planning Solutions
  • Global Advisor Study
Client Service Team
  • Custodian Relationship Management
  • Operational Support
  • Billing Support
Onboarding & Transitions
  • Book Transition Assistance
  • DocuSign Support
New Accounts
  • New Account Platform Set Up
  • New Account Custodian Paperwork Guidance
  • Custodian Subject Matter Resources
Cash Management
  • Automatic Distributions
  • Wires, Journals, Transfers
Trading Desk
  • Rebalancing
  • Tax-Loss Harvesting
  • Proposed Trades for Tax Management
Investment Analysis
  • Ongoing Due Diligence & Research for Model Portfolios
  • Portfolio Strategy & Research
  • Investment Policy Committee
  • Portfolio Comparison Tools
Fixed Income Desk
  • Custom Bond Ladders
  • Transition Analysis
  • Ongoing Monitors
  • Fixed Income Proposals

Advanced Planning
  • Industry Leadership and Knowledge
  • Guidance for Implementing Advanced Planning Strategies
  • Tailored Case Design for Complex Cases
Retirement Solutions
  • Fiduciary Investment Management 3(38)
  • Retirement Education & Communications
  • Support Team for Retirement Business Growth
Advisory Solutions Team
  • High-Net-Worth Case Design
  • SMA Solutions
  • Wealth Planning Solutions
  • Global Advisor Study

West Territory

Alaska, California, Colorado, Hawaii, Idaho, Montana, New Mexico, Nevada, Oregon, Utah, Washington, Wyoming

BEN SLATER

Divisional Manager
Home Base: Denver, CO

Let’s Connect

303.815.4104

SCHEDULE A MEETING

Ben Slater Headshot

Northeast Territory

Connecticut, DC, Delaware, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Vermont, Virginia

JAMES BOYLAN

Divisional Manager
Home Base: Oaks, PA

Let’s Connect

267.626.4165

SCHEDULE A MEETING

South Territory

Alabama, Arkansas, Florida, Georgia, Louisiana, Mississippi, North Carolina, Oklahoma, South Carolina, Tennessee, Texas

MIKE OZBURN

Divisional Manager
Home Base: Lookout Mountain, TN

Let’s Connect

404.822.4709

SCHEDULE A MEETING

Central Territory

Illinois, Indiana, Iowa, Kansas, Kentucky, Michigan, Minnesota, Missouri, Nebraska, North Dakota, Ohio, South Dakota, West Virginia, Wisconsin

SEAN BROOKS

Divisional Manager
Home Base: Chicago, IL

Let’s Connect

312.219.1136

SCHEDULE A MEETING

Northern Virginia

NORTHERN VIRGINIA

JAMES BOYLAN

Divisional Manager  |  Home Base: Oaks, PA

Let’s Connect  |  267.626.4165

SCHEDULE A MEETING

CENTRAL & SOUTHERN VIRGINIA

Central & Southern Virginia

MIKE OZBURN

Divisional Manager  |  Home Base: Lookout Mountain, TN

Let’s Connect  |  404.822.4709

SCHEDULE A MEETING

North / South Territory

NORTHERN VIRGINIA

JAMES BOYLAN

Divisional Manager
Home Base: Oaks, PA

Let’s Connect

267.626.4165

SCHEDULE A MEETING

CENTRAL & SOUTHERN VIRGINIA

MIKE OZBURN

Divisional Manager
Home Base: Lookout Mountain, TN

Let’s Connect

404.822.4709

SCHEDULE A MEETING