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Buckingham Asset Management, LLC

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Buckingham Asset Management, LLC

Mission statement:

Building Relationships by Doing the Right Thing

Do the right thing. Simple but powerful.
The cornerstone of how our firm was founded and built
— the heart of our business,
the methodology for our actions.

A team, pulling together, doing the right thing
— the essence of who we are.

Overview:

Investors fall into two basic categories: active investors or passive investors. Active investors believe in trying to time the market and pick winning stocks. Passive investors believe in capturing the returns markets provide and doing so in a low-cost, tax-efficient manner.

While few (if any) would argue that markets are perfectly efficient, we believe that markets are largely efficient. We believe there is no feasible way to determine which stocks will rise, nor is there a way to identify managers who can. Instead, we believe that the most prudent way to build client portfolios is to tailor the portfolio to match the investor’s ability, willingness and need to take risk. We also believe in constructing these portfolios in the most low-cost and tax-efficient manners possible.

Our approach to investing is based on academic research. We subscribe to Modern Portfolio Theory (MPT), which has four basic concepts:

  1.
     Markets process information so rapidly when determining security prices that it is extremely difficult to gain a competitive edge by exploiting market anomalies.
  2.
     Over time, riskier assets provide higher expected returns as compensation to investors for accepting greater risk.
  3.
     Adding high-risk, low-correlating asset classes to a portfolio can actually reduce volatility and increase expected rates of return.
  4.
     Passive asset class fund portfolios can be designed with the expectation of delivering over time the highest expected returns for a chosen level of risk.

MPT also shows us diversification within and across asset classes is of utmost importance. Investing can be risky enough. Taking additional risk by placing assets in just a few investments is not a prudent way to achieving financial goals (especially since undiversified risk has not resulted in superior expected returns). We build portfolios that diversify within and across asset classes to lower the risk of portfolios while maintaining similar (or even the same) expected returns.

We believe our approach fosters a relationship grounded in fiduciary obligation, while effectively incorporating academic evidence on how markets can be used to pursue financial independence.

History:

Since 1994, Buckingham Asset Management, LLC has been providing fee-only investment management to individuals, businesses, trusts, partnerships, not-for-profit organizations and retirement plans. We do so by constructing customized portfolios tailored to each client’s unique ability, willingness and need to take risk.

We were founded by four St. Louis area business leaders who recognized a need for a firm guided by fundamentally sound investing principles and a desire to act in the client’s best interest at all times. Those guiding principles are still evident in all we do. From building portfolios to providing risk management solutions to offering advanced planning opportunities, our team of 90 professionals work with our clients to place them in the best position to achieve their goals.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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