The BAM ALLIANCE
The BAM ALLIANCE is a community of more than 130 independent wealth management firms located throughout the United States including Hawaii and Puerto Rico. An active community of like-minded, independent wealth management firms dedicated to delivering on the promise of true wealth management, the BAM ALLIANCE significantly elevates our profile and ability to deliver the ideas, insights and intelligence that help clients make the best decisions about their financial lives. This unique alliance also provides an unparalleled level of support, education and networking opportunities, freeing us to continuously deepen the level of individualized service we can deliver to our clients.
Dimensional Fund Advisors (DFA)
DFA implements our recommended passive investment approach via funds designed to capture market "dimensions" in a low-cost, tax-efficient manner.
Schwab Institutional is custodian to accounts we manage on your behalf. While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, accounts are held in your name.