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BAM Advisor Services TAMP highlighted in CPA Wealth Provider AUM Rankings
The July 2010 issue of CPA Wealth Provider magazine includes the fourth annual ranking of CPA firms who have added investment practices, listed by assets under management. The ranking highlights the success that BAM-affiliated firms are having.
20 that made the $100+ Million Club, representing 33 percent of the list
22 firms making the $50+ Million Club, comprising 65 percent of the list
34 included in the Rising Stars list. BAM firms comprised 64 percent of this list
St. Louis-area BAM-supported firms who made the list include: AMD Financial Services ($100+ Million Club), Mason Road Wealth Advisors ($100+ Million Club), KB Investment Advisors ($50+ Million Club) and Pritchard Osborne Financial Services (The Rising Stars).
“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 registered investment advisor 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 oljyr Asset Management, LLC (http://www.investmentadvisornow.com), BAM Advisor Services, LLC (http://www.bamadvisorservices.com) and BAM Risk Management, LLC. The Buckingham Family is led by a team of 10 principals and manages / administers nearly $12 billion in client assets. Its investment approach centers on a passive investment approach primarily through use of Dimensional Fund Advisors (DFA) funds and Buckingham’s proprietary fixed income platform. BAM Advisor Services helps like-minded Registered Investment Advisor firms, often associated with CPA practices, start, manage and grow their advisory organizations.
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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.