You are now leaving the Buckley Investment Group website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website.
Schwab is a registered broker-dealer, and is not affiliated with Buckley Investment Group or any advisor(s) whose name(s) appear(s) on this website. Buckley Investment Group is/are independently owned and operated. [Schwab neither endorses nor recommends Buckley Investment Group, unless you have been referred to us through the Schwab Advisor Network®. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Buckley Investment Group under which Schwab provides Buckley Investment Group with services related to your account. Schwab does not review the Buckley Investment Group website(s), and makes no representation regarding information contained in the Buckley Investment Group website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
We identify and hire institutional money managers for each market segment of our client’s portfolio.
Using our open architecture platform and Morningstar global database, we access more than 2,500 institutional money managers and over 11,000 investment strategies--the same universally available to the large institutional investors.
We evaluate managers through a disciplined, proprietary process using a progression of quantitative and qualitative indicators. We identify top-quality managers with disciplined investment approaches and proven track records of superior performance. These managers are pooled together to implement our clients’ investment portfolios. We monitor on-going performance, using benchmark and peer group comparisons.
We believe that our disciplined investment strategy provides a superior experience for our clients and is preferable to the traditional approach of mutual funds.