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 18,000 investors have become clients of independent BAM ALLIANCE wealth management firms across the country, representing more than $26.2 billion of collective assets under management or administration as of March 31, 2016.
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.
Schwab Institutional serves as the custodian to accounts we manage on your behalf. While you grant us Limited Power of Attorney to execute trades, accounts are held in your name.
Lucas Group Financial Advisors is a subsidiary of the Lucas Group and has an affiliation with Lucas Group CPAs, a firm with locations in Freeport and Rockford, Illinois. The professionals there have the experience and in-depth understanding of complex tax rules and regulations. They are a valuable partner that provides expert estate and tax planning to both our individual and business clients.