Buckingham Strategic Partners
Buckingham Strategic Partners, LLC is a St. Louis-based, SEC-registered investment adviser and turnkey asset management platform established in 1997 (originally as BAM Advisor Services), serving independent financial advisors, individual investors, families, nonprofits, and other entities across the United States. It provides comprehensive back-office, administration, investment, retirement, and technology services to its advisory clients, enabling them to deliver evidence-driven, fiduciary financial planning and investment advice. BSP is wholly owned by Focus Operating, LLC, a subsidiary of Focus Financial Partners, and employs a team that forms part of a network of nearly 1,200 people when including sister company Buckingham Strategic Wealth and affiliates. The firm supports both discretionary and non-discretionary AUM as well as a wide array of managed assets and services.
Investment Strategy
Buckingham Strategic Partners delivers evidence-driven, long-term investment strategies, primarily using diversified portfolios of mutual funds across multiple asset classes, with an emphasis on low-cost, passively managed and index-based investment vehicles. The firm offers turnkey asset management solutions, selecting, monitoring, and periodically rebalancing the underlying funds within managed portfolios. Its philosophy centers on supporting independent financial advisors and their clients with robust technology, operations, and investment research to foster fiduciary, client-centered planning and wealth management. The overarching goal is to help clients and advisory firms achieve their financial aspirations through prudent portfolio construction and ongoing due diligence, aligning investments with each client’s long-term objectives and risk profiles.
Top Holdings
Equity Positions (1,089)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ITOT | ISHARES TR | 7.46% | $559.1M | 4,140,699 | $110.40 | $135.04 | +$62.9M |
D DFAC | DIMENSIONAL ETF TRUST | 7.44% | $557.7M | 15,559,478 | $30.03 | $35.84 | +$17.5M |
B BSVO | EA SERIES TRUST | 4.80% | $359.4M | 17,632,675 | $20.04 | $20.38 | +$15.6M |
V VGIT | VANGUARD SCOTTSDALE FDS | 4.37% | $327.8M | 5,481,515 | $59.80 | $59.81 | +$5.3M |
A AVDV | AMERICAN CENTY ETF TR | 4.03% | $301.9M | 3,807,743 | $65.52 | $79.28 | +$50.7M |