BAM is 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. BAM believes in delivering holistic, transparent, evidence-based advice and that every investor is unique — requiring custom, comprehensive wealth management solutions.
What started in 1997 has grown significantly over the years as investors have sought refuge from the turbulence of the financial markets and the traditional practices of many Wall Street firms. Attracted to BAM’s independent advice, evidence-based approach to low-cost investing and ability to deliver on the promise of true wealth management, more than 22,500 investors have become clients of independent BAM ALLIANCE wealth management firms across the country, representing more than $31 billion of collective assets under management or administration as of September 30, 2017.
Dimensional is a family of funds across asset classes. For more than 30 years, it has been translating compelling research into practical investment solutions for clients. We often find that Dimensional funds allow us to best target specific investment factors to achieve client financial goals. Though we receive no commissions from Dimensional for using their funds in client portfolios, we often select their products to best fit our client’s interests.
Fidelity is the primary custodian we use to hold our client’s accounts. All accounts are held in our clients names and our clients always receive monthly reports directly from Fidelity on holdings managed by us. Our ability to independently execute transactions on behalf of clients varies based on the comfort our clients have granting us authority.