In our world, every decision is made on how it best serves our clients’ near- and long-term interests.

How We’re Different

Ask any of our 22,000+ clients what makes us different and you’ll likely hear a few consistent themes.

At the top of the list is the feeling of confidence that comes from knowing how every decision is made on how it serves our clients’ near- and long-term interests. Unlike the vast majority of those in the financial services industry, every wealth advisor who is part of the BAM ALLIANCE adheres to the highest legal and ethical standard of practice — the fiduciary standard — ensuring the advice we give is fully aligned with our clients’ best interests. At the BAM ALLIANCE, “putting our clients first” is not a catchy tagline. It’s how we operate. It’s our reason for being.

Related to this important idea is the fact that, at the BAM ALLIANCE, we believe in “eating our own cooking.” We advise our clients as we advise ourselves: investing in ways that enable broad diversity, low costs and appropriate levels of risk. Years of peer-reviewed research demonstrate this to be the most effective way to capture market returns. Our approach — what we call the “science of investing” — is one that prizes evidence over emotion and values decades of academic research over and above the empty, often wildly fluctuating opinions that dominate the financial news cycles.

Another point of differentiation is the feeling of assurance we help our clients achieve when they know they have a customized wealth management plan designed to integrate and enhance every aspect of their financial lives. It’s what we mean when we talk about “true wealth management” — a holistic, all-encompassing approach that goes well beyond just investment advice and incorporates all facets of our clients’ financial lives, from tax planning to estate planning to risk management to retirement funding to charitable giving and beyond. By understanding and aligning these critical components of financial health, investors and their families substantially improve the odds of reaching their most important goals.

Ultimately, what sets us apart is what brings us together: a passion for evidence, a devotion to transparency and the promise to put our clients’ interests first with everything we do.