PARTNERSHIPS

The BAM ALLIANCE


As part of the BAM Alliance community of more than 130 independent wealth management firms located throughout the United States, we are united in belief and in practice that there is a better, more effective, and more resilient way for investors and their families to safeguard their financial futures and realize their dreams. Attracted to our unbiased advice, our evidence-based approach to low-cost investing and our ability to deliver on the promise of true wealth management, more than 22,000 investors have become clients of independent BAM ALLIANCE wealth management firms across the country, representing more than $33.0 billion of collective assets. Ultimately, what sets us apart is what brings us together: a passion for evidence, a devotion to transparency, and the promise to put our clients’ interests first with everything we do




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


Stone Ridge focuses on delivering valuable, diversifying return streams sourced from alternative risk exposures, not alpha. They believe strongly in markets and strongly in the link between risk and return. The firms leverages this link to create global opportunities for portfolio enhancement with a family of risk-specific strategies spanning reinsurance, volatility, and alternative lending. Powered by a close-knit team – with experience in academia, capital markets, and alternative asset management – their investor solutions facilitate access to and execution of complex strategies, making them accessible and cost-effective.




inStream


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.




Custodians


Charles Schwab was founded in 1973 with an aim to make investing more accessible to the general public. Today Schwab is also one of the largest mutual fund companies in the nation, offering everything from index-tracking funds to comprehensive asset allocation tracking solutions. TD/Ameritrade offers one of the industry’s most sophisticated trading platforms. The company has also won awards for its customer support and educational resources, helping investors make smarter, more informed decisions. Fidelity gives investors the kind of global reach and multi-asset class management experience critical to building a diverse portfolio. Fidelity’s no-load funds provide a range of choice and value to Capstone clients.




CFA Institute


CFA Institute is the premier global association for investment management professionalss. The organization offers the Chartered Financial Analyst (CFA) designation and provides continuing education conferences, seminars, webcasts, and publications to allow members and other participants to stay current on developments in the investment industry. The mission of CFA Institute is served by generating value for core investment management professionals and engaging with the core investment management industry to advance ethics, market integrity, and professional standards of practice, which collectively contributes value to society.




Fi360


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.