Strategic Partners

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The BAM ALLIANCE

Founded in 1998, The BAM ALLIANCE, based in St. Louis, Missouri, is among the country’s largest back-office service providers for fee-only, Registered Investment Advisory firms like Arbor Wealth Advisors. While Arbor Wealth Advisors operates independently, we collaborate regularly with the BAM team and it’s 140+ member firms who form a nationwide network of like-minded advisory partners. With The BAM ALLIANCE and network of firms, we exchange ideas and information; discuss opportunities and challenges; and question — and sometimes change — the status quo. Our BAM ALLIANCE relationships are among our most important, client-focused assets.

Custodians

Arbor Wealth Advisors focuses on your money, so you can focus on your life. That said, your assets are held in your name, with account activity reports sent directly to you from one of our independent custodian alliances, enabling you to remain in control of your wealth. Our recommended custodians are Fidelity Investments and Charles Schwab.

Investment Solutions

We have scoured the cluttered financial universe to provide the few, distinguished fund families structured according to our tenets of investment clarity. Our current solutions include Dimensional Fund Advisors (DFA), Fidelity, Vanguard, Bridgeway, AQR, and others where appropriate, individual bond portfolios. In some circumstances, we will also focus on low cost exchange traded funds (ETFs).