BGEMD Capital Advisors Becomes a Founding Member of the BAM ALLIANCE PDF Print E-mail
Press Releases
Monday, 17 December 2012 11:58

Richardson, Texas — December 17, 2012 BGEMD Capital Advisors is proud to announce the launch of the BAM ALLIANCE, an active community of like-minded, independent wealth management firms dedicated to delivering on the promise of true wealth management. This national alliance significantly elevates BGEMD Capital Advisors’ profile and ability to deliver the ideas, insights and intelligence that help clients make the best decisions about their financial lives. The BAM ALLIANCE also provides BGEMD Capital Advisors’ clients with instant access to some of the leading thought leaders in the investing world, such as Larry Swedroe and Carl Richards.

 

“We have always prided ourselves on how we deliver unique, comprehensive wealth management solutions to our clients,” said John Garvey, Jr, CPA/PFS, Chief Executive Officer, of BGEMD Capital Advisors, LLC. “The BAM ALLIANCE expands our reach. It enhances our ability to bring nationally-recognized thought leaders and resources to the table with our clients and help them safeguard their financial futures.

 

The BAM ALLIANCE is the formalization of a network that has existed since 1997, when BAM Advisor Services began providing comprehensive back-office solutions to registered investment advisor firms across the country. There are now more than 130 member firms of the BAM ALLIANCE, serving more than 15,000 clients and their families throughout the country and managing $17.5 billion of collective assets (as of Oct. 31, 2012.)

 

“BGEMD Capital Advisors’ ability to serve as an indispensable strategic partner to its clients has helped it earn an incredible reputation within our community,” said Al Sears, managing director of BAM Advisor Services. “As a founding member of the BAM ALLIANCE, BGEMD Capital Advisors is now even better positioned to help clients achieve their most important near- and long-term goals.”

 

For example, many clients have been worried about how the presidential election should impact their investment strategies. Larry Swedroe, director of research for the BAM ALLIANCE, created a video for TheBAMAlliance.com aimed at helping these clients from across the country understand the importance of sticking to their plans to be better positioned to achieve their long-term goals. We encourage you to visit our new site and listen to our director of research.

 

 

 

About BGEMD Capital Advisors, LLC

In 1967, when we founded our parent CPA firm, BGEM+D, PC we dedicated ourselves to client care from the start. Fast-forward to 2006. Many of our accounting firm clients were seeking robust wealth management to complement their tax and business planning efforts…and having a hard time finding it. To bridge the gap, we formed BGEMD Capital Advisors, LLC. Across both firms, we’ve maintained our client-centric focus, remaining committed to doing what is right for our clients, even as we’ve continued to grow. To learn more about our investment philosophy go to www.BGEMDCapitalAdvisors.com

 

 

About the BAM ALLIANCE

The BAM ALLIANCE is a community of more than 130 independent wealth management firms located throughout the United States including Hawaii and Puerto Rico. Detailed information regarding the BAM ALLIANCE’s unique approach to wealth management along with an array of published articles, educational materials and links to live events throughout the country may be found at www.TheBAMAlliance.com.

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