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Follow on Google News | BAM TAMP Clients Show Prominence in Recent AUM Ranking(St. Louis — August 2009) The July 2009 issue of CPA Wealth Provider magazine includes the third annual ranking of CPA firms who have added investment practices, listed by assets under management (AUM). The ranking highlights the success that BAM a
By: Beth Sharpe 12 that made the $100+ Million Club, representing 30 percent of the list 19 firms making the $50+ Million Club, comprising 56 percent of the list 25 included in the Rising Stars list. BAM firms comprised 53 percent of this list St. Louis-area BAM-supported firms who made the list include: AMD Financial Services, KB Investment Advisors and Mason Road Wealth Advisors ($50+ million Club). “We are extremely proud to support these outstanding firms,” said Mont Levy, BAM principal and chief executive officer. “We have found that our approach has helped firms accelerate their revenue streams. Whether it’s an independent firm just getting started or a mature firm wanting to grow, we cater our support to their needs.” BAM employs a multidisciplinary team that provides client firms with our intellectual capital, proprietary trading and technology tools, ongoing training, practice development coaching, marketing, communications and networking opportunities. This approach allows independent firms to focus on client relationships and retention. About The Buckingham Family of Financial Services Based in St. Louis, The Buckingham Family of Financial Services includes Buckingham Asset Management, LLC, BAM Advisor Services, LLC and BAM Risk Management, LLC. The Buckingham Family is led by a team of 15 principals and manages or administers nearly $9 billion in client assets. Its investment approach centers on a Nobel Prize-winning investment strategy and passive investment approach primarily through use of Dimensional Fund Advisors (DFA) funds and Buckingham’s proprietary fixed income platform. Through BAM Advisor Services helps like-minded Registered Investment Advisor firms, often associated with CPA practices, start, manage and grow their advisory organizations. Copyright © 2009, Buckingham Family of Financial Services # # # BAM Advisor Services, LLC is a turnkey asset management provider to Registered Investment Advisor firms generally associated with CPA practices. We are a one-stop platform and strive to be the indispensable strategic partner for our clients. End
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