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.
Brookstone's RAISE (Risk, Appropriate, Investment, Strategy, Evaluation) core models are designed by our investment committee and serves as a guide to help advisors create portfolios that match client's risk tolerance.
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.
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