Client Service Team

Client Service Team

Provides resources and services to make your business more efficient and effective.

Practice Management

Practice Management

Helps your firm define and execute its most important long-term goals.

Investment Strategies

Investment Strategies

Provides strategy, analysis and trading services related to portfolio management, equities, hard assets and fixed income.

Technology and Data Aggregation

Technology and Data Aggregation

Implements tools designed to address your firm’s business needs.

I take the time to understand my clients better than anyone has before in their financial life.

Michael Evans | The Cogent Advisor

Billing

Billing

Calculates and produces bills for firm review, handle all receivables, and deposit firm fees.

Compliance

Compliance

Supplies guidance through the ever-changing regulatory landscape.

Marketing and Thought Leadership

Marketing and Thought Leadership

Provides a gateway to a wide variety of customizable marketing solutions and subject matter experts.

Retirement Solutions

Retirement Solutions

Delivers a complete suite of materials and investment analysis strategies to those advising retirement plans.

Board of Managers

Board of Managers

Establishes overall strategic direction of the organization.

Investment Policy Committee

Investment Policy Committee

Evaluates findings from academia and apply that learning to recommend investment strategies.

Advanced Planning Committee

Advanced Planning Committee

Develops advanced planning best practices including wealth enhancement and wealth transfer.

Executive Committee

Executive Committee

Implements BAM Advisor Service's overall strategic plan.

Risk Management

Risk Management

Provides objective advice on insurance needs.

Information That Makes An Impact

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