Partners

Our national network of resources adds value, creates options, and serves the best interests of our clients.

As an independent firm, we are committed to offering a wealth of A-list resources who add dimension and expertise to our recommendations and strategies. We hand pick fund “families” and partners whose philosophies, approaches and attitudes align with our own.

Alliances

We have leveraged our expertise across the nation, negotiate with our partners to create, and access, proprietary funds and beneficial pricing for our clients.

The BAM ALLIANCE

OpenCircle Wealth Partners is a premier member of the BAM ALLIANCE, a community of investors and advisors who’ve discovered a better way to safeguard financial futures and realize dreams. Working together, we develop comprehensive wealth management plans customized to fit the unique circumstances of every client. The BAM Alliance manages more than $27.6 billion of assets.

Investment Groups

Vetted by our investment policy committee, we integrate particular funds from these investment groups for specific portfolio purposes. In some cases, our alliance has worked with the fund managers to design funds that meet our investment objectives or to lower costs.

Dimensional Fund Advisors

The mission of Dimensional Fund Advisors is to deliver the performance of capital markets and increase returns through state-of-the-art portfolio design and trading in a low-cost, tax-efficient manner. Its investing model is guided by decades of research and based on what the science of capital markets demonstrates to be the most effective way to invest.

Bridgeway

Bridgeway’s philosophy is simple: Put investors first – and improve the world while doing it. Their investment process is statistically driven and evidence-based, built around the fiduciary promise to act in clients’ best interests. That means keeping investment costs low while providing expertly designed investments options to our clients. And it goes deeper than that: Bridgeway donates 50% of its profits to nonprofit organizations every year.

Vanguard

Vanguard is one of the world’s largest investment companies that offers a large selection of low-cost mutual funds and ETFs. We use specific Vanguard funds that meet our portfolio design requirements.

AQR Funds

Founded in 1998, AQR Funds manages assets for the largest institutional investors in the US, Europe and Australia. AQR is the leading provider of alternative investments and broad spectrum, long-only funds. Their investment philosophy is centered on a systematic process to control costs and manage risk, all grounded in solid economic principles.

Stone Ridge Asset Management

Stone Ridge focuses on delivering valuable, diversifying return streams sourced from non-traditional risk exposures. Believing strongly in markets and the link between risk and return, the firm leverages this link to create global opportunities for portfolio enhancement with a family of risk-specific strategies spanning reinsurance, volatility, and alternative lending. Their funds facilitate access to and execution of complex strategies, making them accessible and cost-effective.

Independent Custodians: Creating more options for our clients.

Fidelity

Fidelity gives investors the kind of custodial services and global reach that are critical to building a diverse portfolio. Fidelity’s no-load funds provide a range of choice and value to OpenCircle’s clients.

Charles Schwab

Charles Schwab was founded in 1973 with an aim to make investing more accessible to the general public. Today Schwab is one of the largest custodians and mutual fund companies in the nation, offering everything from index-tracking funds to comprehensive asset allocation tracking solutions.

TD Ameritrade

TD Ameritrade offers one of the industry’s most sophisticated trading platforms and custodial service. The company has also won awards for its customer support and educational resources, helping investors make smarter, more informed decisions.

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