Our Alliances

The BAM Advisor Services Network is a group of over 120 Investment Advisory firms spread over 40 states (Click HERE for map). Collectively, its firms manage over $12 billion (as of December, 2009).  The network is led by Buckingham Asset Management (BAM) Advisor Services, LLC, who acts as our back-office strategic partner. BAM Advisor Services assists us with our reporting, compliance and account management needs. They also provide us with training and continuing education courses to stay updated in the ever-changing environment that surrounds the financial industry.
Finally, BAM Advisor Services give us access to nationally recognized authors and researchers who provide us with tools to help our clients stay informed and focused on their financial and life goals.

Dimensional Fund Advisors (DFA) is a no-load mutual fund company that offers highly tax-efficient, structured portfolio funds to institutional investors and to the investing public through a select group of registered investment advisors. As of late 2009, DFA was the 12th largest mutual fund company in the United States, ahead of firms like John Hancock, Putnam, The Hardford and American Century. DFA's list of academic leaders demonstrates its commitment to research and to an evidence-based investing process. Its partial list of clients shows the kinds of institutions that share DFA's beliefs in capital markets.

To learn about the history of finance, how DFA was founded and how they translate science into real-life investing, please watch the following video.

This video is also available HERE

Alliance Benefit Group® (ABG) is one of the largest retirement plan administrators in the country.  It currently provides administration services to over 7,000 plans representing more than $14 billion in assets and 440,000 participants. ABG assists us in delivering high-quality, low-cost retirement plan management  by providing quality administration based on the latest technological innovations in their industry.

Lauterbach Financial Advisors, LLC provides investment advice to clients, receives Limited Power of Attorney (LPOA) to submit trade requests on their behalf, and provides regular reports that summarize portfolio performance. However, the client remains in control of all assets by holding them in accounts in their name at one or more of our custodians.  Because of our size and our relationship with BAM Advisor Services, our clients have access to the lowest institutional rates offered by Schwab, Fidelity and TD Ameritrade. Additionally, account custodians provide our clients with account statements, trade confirmations and online access.

AEGON is one of the largest providers of insurance, pensions, and investment products in the world. Though we typically do not recommend annuities to our clients, if they already own one that is tax prohibitive to surrender, it may be possible to transfer (via a "1035 exchange") it to an alternative offered by AEGON. Their variable annuities have no commission or surrender fees, are comparatively low in cost and have access to DFA's sub-accounts, making them consistent with our investment philosophy.