Our Alliances

The BAM Alliance (BAM) a community of more than 140 independent wealth management firms located throughout the United States united in belief and in practice that there is a better, more effective, and more resilient way for investors and their families to safeguard their financial futures and realize their dreams. We believe that, by putting our clients' interests first, we achieve more together.

Attracted to our unbiased advice, our evidence based approach to low-cost investing and our ability to deliver on the promise of true wealth management, more than 17,000 investors have become clients of independent BAM ALLIANCE wealth management firms across the country, representing more than $22 billion of collective assets (as of 12/31/13).

To learn more about the BAM Alliance, go to: http://thebamalliance.com/

Dimensional Fund Advisors (DFA) is one of the largest mutual fund families. We choose to use DFA funds because it provides the best choice, at present that utilizes the Science of Investing to achieve your financial goals. We receive no commissions for using these funds and we remain obligated to choose investments that are in your best interest. DFA funds are low cost and match well in customizing your portfolio based on the Fama-French Three Factor Approach.

To learn more about DFA go to: http://us.dimensional.com/

Bridgeway strives to be the investment manager of choice among institutional investors and financial advisors who share our passion for evidence, data, and logic in reaching investment decisions. Bridgeway Capital Management, Inc. was formed in 1993. Based in Houston, Texas, Bridgeway offers competitively-priced, expertly-designed investment building blocks - strategies designed to complement and enhance core portfolio investments - to select institutions and advisors. Our investment process is statistically driven and grounded in academic theory. We utilize Bridgeway Funds, where appropriate to augment our evidence-based approach.

For more information, go to http://www.bridgeway.com/

AQR is a global investment management firm built at the intersection of financial theory and practical application. We strive to deliver superior, long-term results for our clients by seeking to filter out market noise to identify and isolate what matters most, and by developing ideas that stand up to rigorous testing. Our focus on practical insights and analysis has made us leaders in alternative and traditional strategies since 1998.

For more information, go to https://funds.aqr.com/

Schwab Institutional - We have partnered with Schwab to hold the custody for your assets. Schwab's Advisor Services custodies client assets and facilitates trades for over 7,000 independent registered investment advisors in the U.S. We receive no fees or commissions from Schwab. As a client, you grant us a limited power of attorney to execute transactions on your behalf. However, all accounts are in your name and you will receive confirmations, monthly reports, and year-end tax statements directly from Schwab.

To log in to your Schwab account, click https://client.schwab.com/Login/SignOn/CustomerCenterLogin.aspx?sim=y

To Learn more about Charles Schwab, go to https://www.schwab.com/public/schwab/client_home