The BAM Alliance
Beacon Hill Private Wealth is a member of The BAM Alliance, an community of more than 140 independent wealth management firms located throughout the United States - united in our fiduciary pledge to act in their clients’ best interests and help investors and their families safeguard their financial futures and achieve their life’s most important goals. Collectively, the BAM Alliance community represents nearly $34.6 billion of collective assets under management or administration (as of June30, 2019).
NAPFA (National Association of Personal Financial Advisors)
The National Association of Personal Financial Advisors (NAPFA) provides Fee-Only financial planners across the country with strict guidelines for professional competency, comprehensive financial planning, and Fee-Only compensation. NAPFA is dedicated to the advancement of Fee-Only financial planning and fiduciary principles.
Dimensional Fund Advisors
Dimensional Fund Advisors is a mutual fund company preferred by Beacon Hill Private Wealth for its evidence-based investment approach, pursuing higher expected returns through advanced portfolio design, management and trading. 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. > View Page
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. > View Page
Bridgeway’s 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. Of course, it goes deeper than that: Bridgeway donates 50% of its profits to nonprofit organizations every year. > View Page
Independent Custodians: Fidelity and Schwab
We turn to independent custodians Fidelity Investments and Charles Schwab to ensure that our clients’ managed accounts are held safely and securely. Your accounts are held strictly in your name, with account statements and reporting sent directly to you. Read more about Fidelity’s and Schwab’s security here and here, respectively.
Financial Planning Association
The Financial Planning Association® (FPA®) is the principal membership organization for CERTIFIED FINANCIAL PLANNER™ professionals. FPA supports high standards of professional competence, ethical conduct and clear, complete disclosure when serving clients.
Every financial planner, financial advisor and investment manager on FeeOnlyNetwork.com has been vetted to meet the high standards of the The National Association of Personal Financial Advisors (NAPFA) for strict fee-only compensation and ethical obligation. Fee-Only: Compensated only by the client without earning commission of any kind for product sales or referrals. Fiduciary: Legally sworn and obligated to always place the interest of the client ahead of their own. Independent: Not affiliated with any brokerage firm, bank, or insurance company.