Member of the BAM Alliance
What is the BAM Alliance?
The BAM Alliance is a community of like minded investment advisory firms that work together and share ideas.
This gives us access to large resources while remaining a boutique firm for you. So let's dive into that a little bit deeper. We have access to institutional level funds, institutional fixed income services and people who are truly some of the top minds in our field. What does this mean? Our firm combined being able to purchase securities in a more cost efficient manner with the fiduciary standard, in which we must choose what is in our client's best interest. What one firm may advise is in someone's best interest is contingent upon what is available to them. Maze was founded primarily, because we knew there needs to be more advisors that understand taxes. However, in the nuts and bolts of investment strategy, with BAM, we help investors have a competitive advantage when looking at costs.
More generally, BAM is a Turnkey Asset Management Provider (TAMP). A TAMP primarily helps advisors with back office management, research and investment strategy. With how many products are available today, using a TAMP allow us to focus more of our time on our clients.
If you have more questions about the BAM Alliance, click here.