Our experienced advisors work with you to clearly define your goals. We believe a sound financial plan is the foundation to a investor's success.
Our advisors employ an active investment management process designed to help maximize client's return while minimizing risk.
Our advisors have extensive experience educating clients on the challenges facing your retirement and on how to build a successful retirement plan.
As a first step a Brookstone advisor will meet with you to better understand your goals, time horizon, and risk tolerance. This is how we develop a long-term financial plan tailored to your specific needs. This individualized plan serves as a roadmap to develop a customized investment strategy designed to grow and monitor your wealth.
Brookstone provides a wide spectrum of investment options to help our advisors develop and implement actively managed long-term investment strategies for individual investors. We seek to maintain a risk-managed approach toward investing, and our portfolios range from conservative to moderate to growth to allow for investor risk tolerance preferences.
Our advisors take an objective approach to every strategy and investment they recommend. They are able to offer a diverse universe of investments to align your the individual situation of each investor.