We offer the investment expertise and customized investment solutions to help independent financial advisors build long-term, risk-managed portfolios tailored to meet the specific goals, needs, and risk tolerance of their clients.
We believe it’s critical to defend against the devastating impact large drawdowns can have on the long-term growth of an investment portfolio. We therefore develop and implement investment strategies specifically geared toward our client’s unique investment goals as well as their tolerance for risk.
Our investment approach seeks to preserve and grow wealth across market cycles. It considers each client’s risk tolerance and focuses on strategies that manage risk and attempts to limit large losses by utilizing strategies with low correlation to broader volatile market activity.
We combine strategies to help minimize downside risk. While each of our strategies has its own methodology, our main goal is to limit large-scale losses. For both performance and protection, we believe diversification across multiple risk-controlled strategies is critical to successful wealth management.
We take an objective approach to every strategy and investment we recommend. We are able to offer a diverse universe of investments to align with the individual situations of each investor. We take our role of fiduciary very seriously and act in the best interests of our clients.
Turnkey solutions using RAISE core models which are globally diversified, risk-based model portfolios.
Risk-based templates for any client portfolio that are fully scalable and supports mass customization.
Leverage our expanded roster of investment options, where Brookstone still performs ongoing manager due diligence of all strategies, funds, and managers.
Our open architecture investment platform is built to deliver a solid investment universe, strategy diversification, and portfolio selection. Our investment rooster includes various investment vehicles, from traditional to alternatives, including ETFs, mutual funds, bonds, and individual securities, structured products, from best-in-class brand names to smaller boutique firms, including Invesco, Fidelity, Charles Schwab, ARK Invest, Dimensional, First Trust, BlackRock, Vanguard, JP Morgan, PIMCO, VanECK, and many more.
Yes. Brookstone offers our investment advisors access to our RAISE model portfolios. These portfolios are professionally designed by our Chief Investment Officer and our seasoned investment committee and range from Conservative to Moderate to Aggressive for various risk tolerances.
Yes, our investments team frequently puts out market updates, news, videos, and insights. These include monthly Market Watches, CIO notes, quarterly updates, and other timely market updates to provide our advisors with the most up-to-date market commentary available.
Yes, Brookstone offers various levels of investment training. Our PASS Core training will walk advisors through our RAISE (Risk Appropriate Investment Strategy Evaluation) investment process and how to utilize the Brookstone platform, including our custom portfolios and open architecture platform.
PASS Advanced is for more seasoned advisors, where they receive in-depth education on total portfolio construction and navigating today's markets. You will learn ways to incorporate structured notes, Buffed ETFs, hedged equity, and our recently launched Brookstone Asset Management, including our NEW BAM ETFs and Summit Series.
Brookstone Asset Management (BAM) offers individual investors investment options designed to increase their probability of success. BAM provides a wide spectrum of investment options (8 ETFs and our Summit Series). It is designed to help individual investors maintain a risk-managed approach across their risk tolerance preferences. BAM offers advisors growth, value, dividends ETFs, intermediate and ultra Short Bonds, and Active, Opportunities, and Yield ETFs.
Yes, we offer an entire spectrum of support including a disciplined communications process that provides updates on everything from investment and business topics to marketing materials you may need.