Buckingham Strategic Partners is a TAMP and model portfolio strategist headquartered out of St. Louis, MO and has been serving financial advisors for approximately 30 years. Working with Orion Portfolio Solutions since 2016, Buckingham is excited to offer seven target risk, multi-asset portfolios constructed with Buckingham’s own family of mutual funds, the SA Funds. What makes Buckingham’s strategies unique is their commitment to Evidence Driven Investing, an approach backed by 80 years of economic data on the efficiency of capital markets, the benefits of diversification, and the impact of investor behavior on investment success.

Additionally the SA Funds are mostly sub-advised by Dimensional Funds Advisors, pioneers in applying academic research to asset management. Buckingham’s SA Fund portfolios, powered by Evidence Driven Investing, provides investors with diversified exposure to asset classes worldwide, captures specific dimensions of risk within each asset class, and seeks to enhance returns through prudent trading and cost management.  Finally, Buckingham is dedicated to helping advisors access practice management expertise designed to help advisors be more productive in running their business while also delivering better outcomes for end clients.

City National Rochdale is an investment management firm specializing in intelligently personalized® portfolios for high-net-worth individuals, families, and foundations with greater than $1 million in investable assets. Our tailored solutions are designed for clients desiring personalized portfolio management strategies that address their unique situation relative to investment objectives, tax sensitivities, income needs, or existing holdings with low-cost basis or concentrated positions.

At Franklin Templeton we offer our clients a gateway to investment excellence backed by a global organization and delivered through a consistent, coordinated client experience. We’ve broadened our capabilities by attracting leading public and private market investment managers to our firm. Today we are among the world’s largest asset managers with offices in major financial markets, serving clients in more than 150 countries, and managing nearly $1.6 trillion in assets*.


*AUM is in USD as of 31 December 2023 and has been restated to include proforma AUM from Putnam Investments at the same date. Franklin Templeton acquired Putnam Investments on 1 January 2024.

Genter Capital Management was founded in 1968 for the express purpose of managing investments using the common stocks of large and medium capitalized corporations, government fixed income, and investment grade corporate and municipal fixed income. The firm is a Registered Investment Advisor under the Investment Advisors Act of 1940 and has been continuously and actively engaged in the investment management business since its inception. Genter Capital Management specializes in conservative fixed income, dividend income equity, and value-biased separate account strategies.