Our Alliances

bam-logo

KEB Asset Mangement, LLC is a member of The BAM ALLIANCE. The BAM ALLIANCE is a community of more than 130 independent wealth management firms located throughout the United States — united in belief and in practice that there is a better, more effective, and more resilient way for investors and their families to safeguard their financial futures and realize their dreams:

  • We believe in delivering unbiased, transparent, evidence-based advice.
  • We believe every investor is unique — requiring custom, comprehensive wealth management solutions.
  • We believe that doing what’s best and doing what’s right should be one and the same.

Our principles and approach stand in sharp contrast to many in the financial services industry who prefer to play a rigged Wall Street game, often putting their own interests ahead of their clients’. That is not how it works within The BAM ALLIANCE. We believe that by putting our clients’ interests first, we achieve more together.

Attracted to our unbiased advice, our evidence-based approach to low-cost investing and our ability to deliver on the promise of true wealth management, more than 15,000 investors have become clients of independent BAM ALLIANCE wealth management firms across the country, representing more than $29 billion of collective assets as of June 30, 2017.


kebcpa
Kerber, Eck & Braeckel LLP is an affiliate of KEB Asset Management, LLC, offering a full-range of accounting services, tax planning and preparation, and management consulting services.


dimensional

DFA implements our recommended passive investment approach via funds designed to capture market “dimensions” in a low-cost, tax-efficient manner.


schwab

Schwab Institutional is custodian to many accounts we manage on your behalf. While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, accounts are held in your name.


fidelity

Fidelity is custodian to some accounts we manage on your behalf. While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, accounts are held in your name.




Our Offices
©2017 KEB Asset Management