Our Team

Service Teams

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

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

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

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

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

Supplies guidance through the ever-changing regulatory landscape.

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

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

Establishes overall strategic direction of the organization.

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

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

Implements BAM Advisor Service's overall strategic plan.

Provides objective advice on insurance needs.