The BAM ALLIANCE
Dimensional Fund Advisors (DFA)
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. Its investing model is guided by decades of research and based on what the science of capital markets demonstrates to be the most effective way to invest.
AQR Capital Management
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 centers on a systematic process to control costs and manage risk, all grounded in solid economic principles.
Bridgeway Capital Management
Bridgeway’s philosophy is simple: put investors first and improve the world while doing it. Their 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 clients. Of course, it goes deeper than that: Bridgeway also donates 50% of its profits to nonprofit organizations every year.
American Institute of CPAs (AICPA)
Founded in 1887, the AICPA is one of the largest national professional associations in the United States with more than 394,000 members in 128 countries. It sets ethical standards for accountants, and provides its members with the resources, information and leaderships that enable them to provide valuable services to their clients. The AICPA provides BAM ALLIANCE member firms an array of educational content through our professional development program. This includes conferences, webinars and teleconferences on advanced planning topics including estate planning, tax strategies and personal financial planning, to name a few.
Stone Ridge Asset Management
inStream is a cloud-based financial planning and wealth management platform that provides a variety of practice management tools including retirement sufficiency calculations and Monte Carlo projections, as well as social security planning, mindmaps and savings-rates calculations.
Since 1999, Fi360 has been providing innovative solutions to financial services providers, including the AIF® and AIFA® Designation programs. Fi360 empowers financial intermediaries to use the Prudent Practices® to profitably gather, grow and protect investors’ assets with a fiduciary standard of care. Their training, technology and analytics make implementing a prudent process for all clients easier at every step.
National Association of Plan Advisors (NAPA)
The National Association of Plan Advisors (NAPA), an affiliate organization of the American Retirement Association, was created by and for retirement plan advisors. While the financial services industry is well represented in Washington by a number of trade associations that weigh in on issues affecting advisors, NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. This exclusive focus is what sets NAPA apart.