Navigating Your Investment Journey
We view every financial planning relationship as a journey. Guided by a distinct investment philosophy, we’ve mapped out a pathway to better explain our distinctive areas of focus, providing the tools and clarity necessary to make your experience memorable and our journey together more successful.
↓ Discover your Buckingham Investment Journey
Harmonizing Your Life & Financial Plan
To start, we explore the areas of where you are now and what you wish to accomplish, finding the intersection between what matters and what you are able to control. Beginning with a plan for your life and finances, we dive into the ways we effectively adjust and align your investment strategy with the rest of your goals.
Fundamentals of Investing
Through decades of research and experience, we’ve established the fundamentals and building blocks of a sound investment philosophy. Here, you can explore the foundations of our approach and the principles set to guide your investment strategy.
Science of Portfolio Strategy
Building a portfolio suited to achieve your goals is not only our mission, but our science. Learn how bonds, stocks and alternatives each play an integral role in our approach to evidence-driven investing™—and how we use this process to align your portfolio with your unique situation.
The Optimal Mix of Investments
Rooted in financial science, our approach harnesses systematic, rules-based and transparent strategies to investment selection. With a comprehensive universe of investment opportunities, see how we actually build your portfolio—the vehicles and strategies we use to deliver efficient sources of return, diversification and cost-effectiveness.
Your Path to Personalization
At the cornerstone of our strategy stands our ability to apply peer-reviewed financial and economic research to your personal situation. Learn how we harness our rigorous thinking on portfolio design, investment selection and tax management to create a lasting portfolio specific to your goals.
Managing Your Portfolio
Balancing short-term market challenges with long-term trends can be challenging on your own. Through continuous monitoring, rebalancing and assessing, we provide the guidance and confidence necessary to face both the challenges of market fluctuations and the emotions of investing.
Your Financial Team
Working in conjunction with your advisor, discover how our expansive team is focused on delivering a better end-to-end investment experience. We are your fearless guides—here to help you plan and support you at every step on your path to financial success.
It Starts with a Single Step
People helping people—that is the power of the Buckingham community. With a network of dedicated professionals throughout the country, each advisor, portfolio manager and broader team is committed to serving you with the personalized care you both need and deserve. With our Design | Build | Protect® approach, we look forward to growing with you across your investment journey.
$30B
AUM*
11K
Client Accounts
180+
Advisors Nationwide
As of June 30, 2024 Buckingham managed $27.93 billion on a discretionary basis and $1.58 billion on a non-discretionary basis for a total of $29.51 billion assets under management. In addition, Buckingham provided services to $1.29 billion of participant-directed retirement plan assets. In the aggregate, the total number of assets under management or administration was $30.80 billion.