Our approach

We offer the investment expertise and customized investment solutions to help financial advisors build long-term, risk-managed portfolios tailored to meet the specific goals, needs, and risk tolerance of their clients. This risk management investment approach seeks to protect and grow wealth of our advisor's clients.

Our mission

As a fiduciary, we conduct our business according to the highest standards of honesty, integrity, and fairness, ensuring our advisors and their clients best interests are always the foundation of any financial advice. Our structured investment approach puts their needs first and creates a truly collaborative experience with transformational outcomes.

brookstone team helping financial advisors

Independent advisory

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.

diverse universe of investments for each investor

Investment ethos

Balance

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.

Diversification

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.

Risk Management

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.

Investment strategies — designed for you

We provide 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 any of your client's risk tolerance preferences.

investment options and strategies for advisors

Brookstone at a glance

1,000+
advisors supported
$8.4B+
in AUM as of December 2021
80K+
clients serviced annually

Leadership

Our leadership team has made Brookstone an industry leading RIA by putting the needs of our advisors and their clients first.
Leadership photographs
Dean Zayed
CEO, Founder
Leadership photographs
Darryl Ronconi
President, COO
Leadership photographs
Mark DiOrio, CFA
Chief Investment Officer
Leadership photographs
Matt Lovett
Chief Compliance Officer
Interested in joining our team? View Careers