America’s Best TAMPs Showcase - Flipbook - Page 38
2026 AMERICA’S BEST TAMPS
FOCUS
PARTNERS
ADVISOR
SOLUTIONS
TM
Focus Partners Advisor Solutions
(formerly Buckingham Strategic Partners)
190 Carondelet Plaza, Ste 600, St. Louis, MO 63105
advisor.focuspartners.com
Jonathan Scheid
President
Your growth can’t wait—every day matters. Imagine scaling your firm
faster than ever with the strength of a national outsourcing team behind you.
At Focus Partners Advisor Solutions, growth is our mission. We provide
RIAs with scalable solutions, personalized support, and a true partnership
designed to help accelerate success. From streamlined back-office
operations to research-driven investment models and industry best
practices, we want to help you build a leaner, more profitable firm.
With dozens of tailored services, we become your first call for any client
planning need—so you can spend less time managing and more time
growing. Whether you’re looking to optimize operations, expand your client
base, or strengthen your competitive edge, we’re here to help you go further
and faster.
Your firm deserves more
than a vendor; you deserve a
partner fully invested in your
success. At Focus Partners
Advisor Solutions, we bring the
power of a national, servicefirst TAMP to your day-to-day
reality, helping you operate
with the sophistication of a
family office while staying
focused on what matters. Our
team delivers personalized,
one-on-one support and
a comprehensive suite of
resources designed to aid in
removing friction, elevate your
client experience, and fuel
sustainable growth.
With expanded education,
peer collaboration, and a
dynamic solution set, you
could gain tools to enhance
your business—from
streamlined trading and
customized investment models
to optimized technology,
operational systems, and
practice-management
coaching.
If you’re ready to shift your
firm’s trajectory, now is the
time. Explore how our scalable
solutions could free your time,
strengthen client relationships,
and accelerate your path to the
firm you’ve always envisioned.
Your next level could be within
reach—let’s build it together.
Don’t let another quarter slip by. The sooner you act, the sooner you
could see results. Call us today and discover how Focus Partners Advisor
Solutions can help you grow. Your future starts now—let’s make it happen.
New business contact:
Ben Slater, Divisional Manager,
West Territory
Phone: (303) 815-4104
Email: ben.slater@
focuspartners.com
CONTACT
KEY TAMP PERSONNEL
CLICK IMAGE TO LEARN MORE
Jonathan
Scheid
President
Adam
Birenbaum
CEO
Ben Slater
Divisional
Manager
Type of program:
Comprehensive Advisor
Platform. Open-architecture,
evidence-based model
portfolios. Custom and
managed options available.
Total assets in program:
$47.33 billion as of
June 30, 2025
Year program began: 1997
STR AT E G I C F E AT U R E S
Managers on platform
vetted: Yes
Managers GIPS® compliant: No
ACCOUNT AGGREGATION
INSTITUTIONAL CLIENT SUPPORT
ACCOUNT REBALANCING
INTEGRATED TRUST SERVICES
BEHAVIORAL FINANCE TRAINING
INTEGRATION WITH
3RD-PARTY PLATFORMS
CLIENT-FACING
PERFORMANCE REVIEWS
INVESTMENT POLICY
STATEMENTS
CLIENT PORTAL
MARKETING SUPPORT
COMPLIANCE TOOLS
PRIVATE LABELING
Platform tracks client
holdings: Yes
CUSTODIAN AGNOSTIC
RESEARCH & DUE DILIGENCE
Program compatible for:
Fee-Based Advisors
CUSTOMIZED PORTFOLIOS
RISK MANAGEMENT TOOLS
Optimized for tax trading
efficiency: Yes
CUSTOM REPORTING SUITE
SUCCESSION PLANNING
Sleeve-level reporting: No
DIRECT INDEXING
TAX-LOSS HARVESTING
FINANCIAL PLANNING TOOLS
UNIFIED OR SMART BILLING
PRODUCTIVITY
Types of products available:
Mutual fund and ETF models;
proprietary mutual funds;
equity SMAs; fixed-income
SMAs; ESG, tax-sensitive,
target-risk and goals-based
strategies; advisor-directed
UMAs/multistrategy accounts
Program links to a trade
execution or order
management system: Yes
Proposal / IPS: Yes
This content does not purport to present a complete picture, but Focus Partners believes
the information is representative of issues and needs facing some advisors and why they
may seek our services. Nothing contained in this communication may be relied upon as
a guarantee, promise, assurance, or representation as to the future. Services are offered
through Focus Partners Advisor Solutions, LLC (“Focus Partners”), an SEC registered
investment adviser. Registration with the SEC does not imply a certain level of skill or
training and does not imply that the SEC has endorsed or approved the qualifications
of Advisor Solutions or its representatives. Prior to January 2025, Advisor Solutions was
named Buckingham Strategic Partners, LLC. Advisor Solutions has been part of the Focus
Financial Partners partnership since 2007. ©2026 Focus Partners Advisor Solutions, LLC.
All rights reserved. RO-26-5094962
38
Asset allocation
methodologies: Evidencebased investment approach
anchored with proprietary
Capital Market Assumptions
(CMA) and an optimization
process focused on delivering
robust factor exposure at a
reasonable tracking variance
