Our Philosophy
Investment Strategy
HMV Wealth Advisors’ general approach to investing focuses on the things that can be controlled: expenses and taxes, rather than the things that can’t be controlled: the market. With efforts in keeping investment fees and taxes as low as possible, we aim to bring risk-adjusted, market returns to our clients in the most tax-efficient and low-cost manner possible.
We believe that by taking a team approach and working with HMV Wealth Advisors, we can better serve you in helping you achieve your financial goals.
Choosing a Wealth Advisor
Following are 4 principles we have adopted to help us serve as a wealth advisor:
Act in the best interest of the client
We provide advice and recommendations that are in the client’s best interest. Not because we are legally obligated to (although we are). Not because it works well as a business model (it does). Simply because it is right.
Deliver attentive, individualized service
Developing personalized insight is essential to providing appropriate advice and service to each client.
Provide a team for each client
Each client benefits from a team of professionals. We help clients make sound investment decisions by incorporating expertise from the areas of wealth management, portfolio advising and fixed income into their long-term plans. Through our access to carefully selected alliances, we have a foundation built on ongoing support, education and resources, fueling our ability to serve our clients.
Build customized, integrated financial plans
Who is Buckingham Strategic Partners?
Buckingham Strategic Partners was born from the BAM ALLIANCE, BAM Advisor Services, and Loring Ward brands.
Buckingham Strategic Partners combines the distinct strengths of these businesses into a new iteration of our comprehensive wealth platform, affording a better way for our advisors to take advantage of our technology solutions, deep bench of specialists, and thought leadership.
Turnkey asset management provider founded in 1997
Over 1,000 advisors currently served
$33 billion of assets under management/advisement (as of September 30, 2022)
Dedicated to delivering on the promise of true wealth management
Leverage cutting-edge, academic-based investment and fixed-income platforms, as well as provide rich educational resources via BSP’s thought-leaders and fellow members
An investment strategy right for Our Clients.
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