Americas Best TAMPS 2024 - 27

2024 AMERICA'S BEST TAMPS
BUCKINGHAM
STRATEGIC
PARTNERS
Jonathan Scheid
President
Buckingham Strategic Partners
8182 Maryland Ave., Ste. 500, Saint Louis, MO 63105
buckinghamstrategicpartners.com
At Buckingham Strategic Partners, we are passionate about providing a
better wealth experience for financial advisors and their clients. Our goal is to
help you have more Time With Clients (TWC). We start by providing the backoffice
management, research-based investment models and best practices you
expect from a TAMP. But that's only the tip of the iceberg.
We've created a better experience for financial advisors and their clients by
powering below the surface with a competitive toolbox of comprehensive,
personalized services. The result? The support you need to provide your best
client experience and fuel your firm's growth.
Do you want more TWC? More
TIME WITH CLIENTS? Clients are
demanding more from advisors
for the same fees.
This margin compression
has forced advisors to work
more hours, with fewer clients,
hire more staff and/or find a
partner that brings scale to
their business.
Yet, choosing the right
partner can be the difference
between liberation and
stagnation.
This is where TWC comes
in. You need more than
just back-office support or
investment management. You
need a Comprehensive Advisor
Platform.
Advisors partner with
us because we help them
meet the needs of their
most demanding clients by
providing:
1. A diversified, durable and
low-expense investment
strategy.
BUSINESS
STRATEGY
STRATEGY
VISION
BUSINESSMAN
IDEA
PROJECT
SUPPORT
CONTRACT
PRODUCT
VALUE CHAIN
MARKETING
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
MANAGING
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
GROWTH IPO
ORGANISATION
SCALABILITY
QUALITY
FINANCE
DIRECTION
DECISION MAKING
PLANNING
BANKRUPT
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
3. User-friendly technology
and tools for young and
older clients alike.
BUSINESS
STRATEGY
STRATEGY
VISION
BUSINESSMAN
IDEA
4. A client experience built for
growth.
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
MANAGING
5. Coaching on how to
implement everything and
more efficiently run your
business.
QUALITY
FINANCE
DIRECTION
DECISION MAKING
PLANNING
BANKRUPT
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
Our partnership offers the scale to power every phase of your firm's life cycle,
ensuring more time and care to your clients and business, while helping you
grow. Buckingham provides you with the expansive wealth of resources of
a larger institution and a clear process to demonstrate greater value to your
clients and to your firm.
Our offerings are designed around flexibility and personalization. Our
customized investment solutions include fixed income, open architecture
portfolio construction with asset location and tax management as well as
custodian of choice. Supported by the foundation of our Evidence-Driven
Investing™ philosophy, Buckingham's portfolio management programs are
tailored to the unique needs of our advisors and their clients.
This proprietary approach combines decades of market data, Nobel Prize-
winning academic research and the latest discoveries in behavioral finance.
From the client service and operation offerings you expect to the power of an
advanced planning and consulting team, we offer support to multiple aspects
of your business.
When an advisor joins Buckingham, they become part of our network of
like-minded peer advisors and gain access to a team that supports their
work with investment and planning resources, coaching and more. Our team
becomes an extension of your own staff. Learn more about how we are
helping advisors like you.
47 ED I T A B L E L I N E I C O N S S E T
47 ED I T A B L E L I N E I C O N S S E T
STARTUP
47 ED I T A B L E L I N E I C O N S S E T
BUSINESS
STRATEGY
STRATEGY
VISION
BUSINESSMAN
IDEA
PROJECT
CONTRACT
STRATEGIC FEATURES
DISCOVER
ACHIEVEMENT
RESEARCH
CAPITAL
START UP
FINANCIAL ADVISOR
MANAGING
STRATEGY
TAX
QUALITYIDEA
ACCOUNT REBALANCING
ACCOUNT AGGREGATION
DECISION MAKING
INNOVATION
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
SOLUTION
MONEY SEARCH
REPORT
CALENDAR
CONTROL
THINK OUTSIDE
THE BOX
ACHIEVEMENT
EXPLORE
GLOBAL BUSINESS
SELL SHARE
REPORT ANALYSIS
INVESTMENT
ORGANISATION
ADVERTISING
TAKE OVER
BUSINESS PLAN
FINANCE
DEADLINE
FINANCIAL STRATEGY
DIRECTION
TIME IS MONEY
PROGRESS
DECISION MAKING
CROWD FUNDING
PLANNING
COMPETITION
BANKRUPT
PATENT
DECREASE
REPORT ANALYSIS
INNOVATION
DEVELOPMENT
BOARD MEETING
PRODUCTIVITY
GROWTH
ORGANISATION
PRESENTATION
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
CALENDAR
INTEGRATED TRUST SERVICES
INVESTMENT
LAUNCH
ORGANISATION
ADVERTISING
GLOBAL BUSINESS
PARTNERSHIP
WALLET
PROJECT
COLLABORATION
SUCCESS
SUCCESS
INTEGRATION WITH
3RD-PARTY PLATFORMS
PRESENTATION
EARNINGS
PROBLEM SOLVING
ANALYSIS
REPORT
WORKFLOW
2. Robust planning resources
and financial diagnosis
tools.
BEHAVIORAL FINANCE TRAINING
CLIENT-FACING
TESTING
PRESENTATION
PROBLEM SOLVING
REPORT
WORKFLOW
47 ED I T A B L E L I N E I C O N S S E T
PROJECT
PERFORMANCE REVIEWS
CLIENT PORTAL
REVENUE
DEFENSE STRATEGY
CUSTODIAN AGNOSTIC
CONTRACT
47 ED I T A B L E L I N E I C O N S S E T
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
CUSTOMIZED PORTFOLIOS
CUSTOM REPORTING SUITE
GROWTH
ORGANISATION
CALENDAR
REPORT ANALYSIS
INVESTMENT
ORGANISATION
DIRECT INDEXING
ADVERTISING
TAKE OVER
QUALITY
PRESENTATION
PROBLEM SOLVING
REPORT
WORKFLOW
REVENUE
DEFENSE STRATEGY
Partnering with Buckingham
truly gives you more time with
clients.
INSTITUTIONAL CLIENT SUPPORT
FINANCIAL PLANNING TOOLS
DECISION MAKING
PLANNING
BANKRUPT
GLOBAL BUSINESS
WALLET
COLLABORATION
TAX-LOSS HARVESTING
UNIFIED OR SMART BILLING
REPORT ANALYSIS
INVESTMENT
ORGANISATION
SUCCESS
PRESENTATION
PROBLEM SOLVING
REPORT
WORKFLOW
27
FINANCE
BUSINESS
STRATEGY
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
RESEARCH & DUE DILIGENCE
RISK MANAGEMENT TOOLS
STRATEGY
VISION
BUSINESSMAN
IDEA
PROJECT
MANAGING
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
GROWTH
SUCCESSION PLANNING
DIRECTION
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
CALENDAR
ADVERTISING
TAKE OVER
CONTRACT
FINANCIAL RISK
GROWTH
VISION
INVESTMENT POLICY
STATEMENTS
PLATFORM LAUNCH
UNICORN
MARKETING SUPPORT
MODEL MARKETPLACE
PRIVATE LABELING
TAKE OVER
REVENUE
DEFENSE STRATEGY
TM
New business contact:
Ben Slater, Divisional Manager
Phone: (669) 226-6328
E-mail: bslater@
buckinghamgroup.com
CONTACT
KEY TAMP PERSONNEL
CLICK IMAGE TO LEARN MORE
Jonathan
Scheid
President
Ben Slater
Divisional
Manager
Adam
Birenbaum
Chairman,
CEO
Type of Program:
Comprehensive Advisor
Platform. Open-architecture,
evidence-based model
portfolios. Custom and
managed options available.
Total Assets in Program:
$37.86 billion
Year Program Began: 1997
Managers on Platform
Vetted: Yes
Managers GIPS®
Compliant: No
Types of Products Available:
Mutual fund and ETF models;
proprietary mutual funds;
equity SMAs; fixed-income
SMAs; ESG, tax-sensitive,
target-risk and goals-based
strategies; advisor-directed
UMAs/multistrategy accounts
Platform Tracks Client
Holdings: Yes
Program Compatible for:
Fee-based advisors
Optimized for Tax Trading
Efficiency: Yes
ORGANISATION
Sleeve-Level Reporting: No
Program Links to a
Trade Execution or Order
Management System: Yes
Proposal / IPS: Yes
Asset Allocation
Methodologies: Evidencebased
investment approach
anchored with proprietary
Capital Market Assumptions
(CMA) and an optimization
process focused on delivering
robust factor exposure at a
reasonable tracking variance
REVENUE
DEFENSE STRATEGY
http://www.buckinghamstrategicpartners.com https://buckinghamstrategicpartners.com/contact/?utm_source=Wealth+Advisor&utm_medium=WA+Feature&utm_campaign=Americas+Best+Tamps&utm_id=AmericasBestTamp24 https://www.linkedin.com/in/benslater/ https://www.linkedin.com/in/adam-birenbaum-59a8681/ https://www.linkedin.com/in/jonathanscheid/ https://buckinghamstrategicpartners.com/contact/?utm_source=Wealth+Advisor&utm_medium=WA+Feature&utm_campaign=Americas+Best+Tamps&utm_id=AmericasBestTamp24
Americas Best TAMPS 2024

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