Service Teams

Service Teams

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

Relationship Management

Relationship 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 Services

Technology and Data Services

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

Onboarding & Integration

Onboarding & Integration

Facilitates a smooth transition to using BAM's tools and resources.

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 resources.

Retirement Solutions

Retirement Solutions

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

Board of Directors

Board of Directors

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.

Talent & Development

Talent & Development

Provides advisor training and development opportunities and best practices for human resources.

Operating Committee

Operating 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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