Buckingham Strategic Partners (BSP)

In forming HMV Wealth Advisors, it was paramount to choose an investment strategy that would be right for you. As a Buckingham Strategic Partner Alliance Member, we have affiliated with a nationally recognized firm with access to high-quality, institutional mutual funds; the latest research; and reliable operational support. BSP currently has $3 Billion of Assets Under Management or Administration (AUM/AUA), as of June 30, 2023.

Dimensional Fund Advisors (DFA)

DFA is the money manager for $618 Billion (as of September 30, 2023) of asset class investment funds available to institutional investors and approved investment advisors. These funds are used as building blocks for our client’s portfolios. They provide tax management to asset class funds used in taxable portfolios. DFA has fourteen (14) office locations in ten (10) countries.

Bridgeway Capital Management, LLC

Bridgeway Capital Management, LLC is the money manager for $3. Billion (as of December 31, 2022) of asset class investment funds. Bridgeway Omni fund strategies seek to capture risk premiums by utilizing broad diversification in specific asset classes and are available primarily to approved advisors through Buckingham Strategic Partners.

Fidelity Investments

Fidelity Investments serves as independent custodian of our client’s cash and securities. They provide reports of client’s investment holdings and their values directly to the client on a monthly basis. Additionally, they provide portfolio insurance to protect against errors and omissions of the custodian and execute portfolio transactions at low institutional transaction fees.

CSS Compliance Services

CSS Compliance Services serves as an independent regulatory compliance consultant to HMV Wealth Advisors monitoring processes and records to assure that regulatory responsibilities are met.