Practice Management

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

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Client Service

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

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Investment Strategy and Analysis

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

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Retirement Solutions

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

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Operations and Support

Executes key operational services so advisors can stay focused on building relationships.

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Marketing and Thought Leadership

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

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Practice Management

Every firm’s goals and challenges for growth are different, that’s why BAM tailors its tools and resources completely to your practice. You work with a dedicated relationship director to identify both opportunities on the horizon and challenges facing your organization. With BAM, you have a true partnership. We understand the complexities of the business and guide you through decisions because we’ve been there, made them, and learned what works and what doesn’t. From bolstering your bottom line to improving the client experience, BAM helps firms strengthen their foundation so they can set and exceed the right goals.

Professional Development
Whether you’re a successful firm that wants to reach the next level of success, or a smaller group of advisors looking to build a strong foundation, BAM’s developmental resources and experience will help you identify goals for success and establish a blueprint to reach the next level.

At BAM, we can help your portfolio and your people grow. Our Professional Development program lets you learn from both our professionally designed programs and your peers. BAM’s comprehensive curriculum includes a huge variety of ways to get vital information including live conferences and seminars, convenient webcasts, and interactive peer learning opportunities through both in-classroom and virtual experiences. We also match you up with other professionals in our community so you learn proven industry methods from other advisors.

Onboarding and Integration
After more than 15 years of serving firms of all sizes across the country, we’ve developed an onboarding system focused on making the transition swift and seamless. Our team brings you up to speed, instantly integrates you into our community of allies and immediately puts our systems and technology to work so you begin benefiting from our platforms right away.

Client Service

Every firm receives a dedicated client service team to keep your business running smoothly. These specialists become your day-to-day allies, providing the relationships, resources and services to make your business more efficient and effective. Your client service team will:

  • Manage account setup
  • Oversee account maintenance
  • Handle billing and collection
  • Interface with your client’s account custodian
  • Produce and review client quarterly reports

Investment Strategy and Analysis

Our investment strategy, analysis and trading services combine to provide our partners the following resources:

Portfolio Management
We give you tools to help your clients develop an investment plan that integrates into their overall estate, tax, and risk management plans. You’ll be equipped to provide sophisticated portfolio management advice based on evidence-based strategies, including proper asset location and how to implement aggressive tax management tactics.

Wealth Management
Offer your high-net-worth clients valuable services that cover wealth enhancement, transfer, protection and charitable giving with the help of BAM. We have extensive experience handling affluent clients and their assets, and we’ll show you how to provide wealth management strategies to your clients you feel confident about.

Equities and Hard Assets
Creating globally diversified portfolios is a challenge. With BAM, you’ll be ready to provide options that reflect your clients’ risk levels while using passive asset class vehicles to implement a solid investment strategy; a strategy based on the work of Nobel Prize-winning economists and based in the tenets of Modern Portfolio Theory. We guide you through hard asset allocation including real estate and commodities and keep you up-to-date on new investment vehicles.

Fixed Income
BAM’s fixed income services, resources and expertise expand your firm’s capabilities and help clients maximize the effectiveness of their portfolios. We provide sophisticated tools and resources including portfolio analysis, portfolio construction, fixed income education and training, and Web-based analysis and education. We also customize our distinct collection of fixed income offerings to tailor a fixed income service that precisely meets your needs.

 

Retirement Solutions

We bring the resources, education, alliances and consulting services that your firm needs to service participant-directed retirement plans. This includes 401(k), 403(b) and other qualified plans you may encounter. Our turnkey platform provides a complete suite of materials and investment analysis so you can focus on business-building objectives like adding new clients, educating your plan participants and communicating with plan trustees.

Operations and Support

Spending time with clients is crucial to creating more business for your firm. BAM executes key administrative services like billing, finance and account management so you and your associates stay focused on building relationships that foster success.

Human Resources

One of the biggest challenges facing growing firms is building high-performing teams and instilling a successful culture and values across all of their advisors and associates.

Through our experience building Buckingham Asset Management, we’ve formalized an associate and advisor training program that can inspire how you develop your own approach to internal development and creating a cohesive company culture.

Compliance
BAM’s Compliance department helps you implement best practices that we’ve seen benefit our network of 140+ affiliated Registered Investment Advisor firms. We sort through the ever-changing compliance regulations with you during formal and informal training sessions and one-on-one consulting. In addition to BAM’s in-house Compliance team, we have a strategic alliance with Ascendant Compliance Management that provides a full range of compliance services including expert consultants who handle time-consuming tasks like registrations, disclosures and creating policies and procedures.

Data and Information Management
Our Technology department creates and customizes tools and services that increase the accuracy and efficiency of your research and administrative tasks while enhancing the integrity of your data. BAM also ensures quality and performs data analysis and training for all of our firms.

Business Intelligence and Technology
We maintain, develop and support all BAM website applications. These proprietary, non-commercial tools improve your day to day business processes. These tools are created designed and updated in-house to address the specific needs of BAM advisors. BAM Advisor Services’ technology is customized to serve you, and will provide your firm with the means to identify portfolios that are out of balance, assist in trading, harvest potential losses year-round and deliver access to images of completed paperwork.

Billing
We facilitate the entire billing process and take care of the details so your firm doesn’t have to. After we get your instructions, BAM Advisor Services calculates and produces the bills for your review. On a quarterly basis, our Billing team sorts through all receivables and deposits the firm fees into a designated account. Through our web-based billing system Bill Center, you can review, approve and reject client bills for the current billing period and even periods that have past.

Marketing and Thought Leadership

Marketing
BAM’s marketing team gives your firm the tools and guidance to share your story in interesting and compelling ways and to deliver an unrivaled client experience. This includes both strategic planning and access to an extensive library of turnkey marketing deliverables, all customized for your firm. These elements include:

  • Interactive print and digital brochures
  • Branded video content libraries
  • Email communication templates
  • Customized on-line landing pages on TheBAMALLIANCE.com
  • Customized ad templates
  • Social Media strategies and tutorials

 

National Thought Leadership
In addition, BAM’s team of National Thought Leaders includes writers and educators recognized around the country. With more than two dozen books in publication and as regular contributors for outlets such as The Wall Street Journal, Forbes, Money Magazine and CNBC, this team shares our message on a national platform and creates insightful content that can have a meaningful impact on the lives of your clients. They become your colleagues, and another resource to draw from as you build your practice.

When you join us, you become part of the BAM ALLIANCE, a powerful national brand of advisors who deliver holistic, transparent and evidence-based advice.

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