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Buckingham Strategic Wealth
Buckingham Strategic Wealth is a bank / wealth / trust based in St. Louis; the Altss profile covers its classification, headquarters, registration, AUM band,...
Overview
Focus serves high-net-worth families. Its North Shore team covers clients in Chicago and nationwide. The firm began this work in 2000.
General information
Firm type
Bank / Wealth / Trust
Location
Region
North America
Country
United States
City
St. Louis
Corporate office
St. Louis, MO, United States
Sector focus
Frequently asked questions
Who makes the asset allocation and investment policy decisions at the firm?
Investment policy is set centrally by the firm's research and investment committee, led by professionals with backgrounds in academic finance and portfolio management. This central committee sets the strategic and tactical allocations that local advisors implement, ensuring every client portfolio adheres to the same factor-based and tax-efficient framework regardless of which advisor they work with.
What is the relationship between Buckingham and the BAM Alliance?
The BAM Alliance was a community of independent advisory firms that shared Buckingham's investment philosophy and back-office infrastructure. Buckingham fully merged the Alliance into a single firm entity, bringing those advisors under one legal and compliance roof. This integration preserved the local advisor-client relationship while standardizing operational scale and investment implementation across the entire network.
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