The BAM Alliance
BrightPath is a founding member of the BAM Alliance, an active community of more than 140 independent wealth management firms throughout the United States. This alliance offers us access to a nationwide network of like-minded colleagues and renowned experts, while enabling us to remain a fully independently operating firm. Every member of the BAM Alliance shares our fiduciary pledge to act in their clients’ best interests and help investors and their families take control of their financial futures. Collectively, BAM Alliance wealth management firms represent over $26.4 billion in collective assets as of June 30, 2016.
Charles Schwab & Co.
Charles Schwab was founded in 1973 with an aim to make investing more accessible to the general public. Today Schwab is also one of the largest mutual fund companies in the nation, offering everything from index-tracking funds to comprehensive asset allocation tracking solutions.
Dimensional Fund Advisors
The mission of Dimensional Fund Advisors is to deliver the performance of capital markets and increase returns through state-of-the-art portfolio design and trading in a low-cost, tax-efficient manner. Its investing model is guided by decades of research and based on what the science of capital markets demonstrates to be the most effective way to invest.
Bridgeway’s philosophy is simple: put investors first – and improve the world while doing it. Their investment process is statistically driven and evidence-based, built around the fiduciary promise to act in clients’ best interest. That means keeping investment costs low while providing expertly designed investments options to our clients (see comment). Of course, it goes deeper than that: Bridgeway donates 50% of its profits to nonprofit organizations every year.
Founded in 1998, AQR Funds manages assets for the largest institutional investors in the US, Europe and Australia. AQR is the leading provider of alternative investments and broad spectrum, long-only funds. Their investment philosophy is centered on a systematic process to control costs and manage risk, all grounded in solid economic principles.
TD/Ameritrade offers one of the industry’s most sophisticated trading platforms. The company has also won awards for its customer support and educational resources, helping investors make smarter, more informed decisions.
Fidelity gives investors the kind of global reach and multi-asset class management experience critical to building a diverse portfolio. Fidelity’s no-load funds provide a range of choice and value to Buckingham clients.