Alliances

The BAM ALLIANCE

BAM-ALLIANCE

Bland Garvey Wealth Advisors, L.L.C is a member of the BAM ALLIANCE. The BAM ALLIANCE is a community of more than 130 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:

  • We believe in delivering unbiased, transparent, evidence-based advice.
  • We believe every investor is unique — requiring custom, comprehensive wealth management solutions.
  • We believe that doing what’s best and doing what’s right should be one and the same.

Our principles and approach stand in sharp contrast to many in the financial services industry who prefer to play a rigged Wall Street game, often putting their own interests ahead of their clients’. That is not how it works within the BAM ALLIANCE. We believe that by putting our clients’ interests first, we achieve more together.

Attracted to our unbiased advice, our evidence-based approach to low-cost investing and our ability to deliver on the promise of true wealth management, more than 15,000 investors have become clients of independent BAM ALLIANCE wealth management firms across the country, representing more than $17 billion of collective assets as of September 30, 2012.

 

Dimensional Fund Advisors (DFA)

dimentional

Our passive asset class investment approach is translated by Dimensional Fund Advisors into an array of mutual funds, each of which is rigorously designed to capture a particular “dimension” or asset class within a globally diversified portfolio.

 

Schwab Institutional

charless

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.

Alerus 
Alerus represents the evolution of 401(k) plans. By returning the investment of retirement assets to professional advisors, our approach frees participants from the burden of constructing and monitoring their own portfolio and provides much-needed fiduciary protection to plan sponsors. Alerus’ 401(k) Program offers four key advantages for your plan and it’s participants:

  • Advisor-Managed Portfolios
  • Access to the highly regarded, institutional mutual funds Dimensional Fund Advisors
  • Fiduciary Liability Protection
  • Fee Transparency

©2017 Bland Garvey Wealth Advisors