January 13, 2020

Buckingham Strategic Wealth Among Largest Financial Asset Managers in St. Louis

Buckingham Strategic Wealth has earned a place at No. 4 on the St. Louis Business Journal’s inaugural listing of St. Louis’ largest financial asset managers. The 25 firms were ranked by value of client assets in 2018 as provided by S&P Global Market Intelligence.

Buckingham is honored to be included in the rankings, as it serves as welcome acknowledgement of the dedication and work of our team over the last 25 years, in service of our clients and the unparalleled standard of service we provide. The ranking also reaffirms that our client-focused and comprehensive, evidence-based approach to investing helps a diverse group of clients achieve their most important financial goals. Our place on the list highlights our common purpose of doing the right thing and a shared set of values that guide our work together every day. It is a testament to the integrity and uncompromising standards we bring to the work we do with our clients.

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Founded in 1994, Buckingham Strategic Wealth helps individuals, businesses, nonprofits, retirement plans, and dental and professional practice owners achieve their most important goals by building comprehensive, evidence-based financial plans. Its investment philosophy is rooted in an academic approach tailored to address each client’s distinct willingness, ability and need to accept market risk. As a registered investment advisor (RIA) firm, Buckingham operates under a fiduciary obligation to its clients. The firm’s investment approach centers on modern portfolio theory implemented through passively managed mutual funds and the firm’s fixed income portfolio design and execution capabilities. Buckingham Strategic Wealth is headquartered in St. Louis, Missouri, and maintains 35 offices in 21 states.

Third-party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Top St. Louis-based financial asset managers ranked by total value of client assets as of December 31, 2018. Information on the list was supplied by S&P Global Market Intelligence.

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The opinions expressed by featured authors are their own and may not accurately reflect those of Buckingham Strategic Wealth®. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

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