Our Strategic Network

Buckingham Strategic Partners

Kraft Asset Management, LLC (KAM) partners with Buckingham Strategic Partners for research, back office and marketing assistance. Buckingham Strategic Partners is committed to creating a better wealth experience for financial advisors and their clients. The firm’s comprehensive wealth platform supports a nationwide community of financial advisors with the resources they need to deliver holistic wealth management solutions and to become better connected, more successful organizations. In addition, Buckingham Strategic Partners provides access to no-load, institutional, structured asset class mutual funds as well as access to bond markets with generally lower, competitive broker/dealer costs.

Dimensional Fund Advisors

Founded in 1981, Dimensional Fund Advisors (DFA) is a mutual fund company headquartered in Austin, Texas. While its highly tax-efficient, structured portfolio funds are generally available only to institutional investors; DFA also makes its funds available to carefully screened registered investment advisors. With over $609 billion in assets under management (as of December 31, 2019), DFA’s structured investment management approach is grounded in academic research and the efficiency of capital markets. DFA seeks to minimize transaction costs and enhance returns through innovative trading and engineering. The firm’s clients include corporations such as Boeing Corporation, Merck, PepsiCo, Inc. and Verizon Communications, Inc. DFA’s institutional funds are available to KAM clients.

KraftCPAs (an affiliate of KAM)

KraftCPAs PLLC formed KAM as a wholly owned subsidiary in 2002 in response to client demand for investment advisory services. The largest independently owned CPA firm headquartered in Nashville, Tennessee, KraftCPAs has been a pioneer in the field of personal financial planning since the early 1980s. The firm’s large tax consulting department includes personal financial specialists as well as CFPs® certificants, CPAs and JDs. Through KraftCPAs, clients have access to comprehensive personal financial planning services, including estate and gift tax planning, retirement planning, benefits consulting, risk management, and a myriad of other consulting services to help clients achieve their personal financial goals.

Kraft Financial Services, LLC (an affiliate of KAM)

Kraft Financial Services, LLC (KFS) was formed to help our clients manage risk and achieve financial security through life insurance products providing guaranteed death benefits as well as disability and long-term care insurance. We work with only financially sound insurance companies (insurance companies that are rated highly by rating services, e.g., A. M. Best). KFS recommendations are independent of any particular insurance company product. Our services are designed to complement your investment portfolio.