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Dawn Kodin: dawn@riabiz.com

(360)647-2842

John Kodin: john@riabiz.com

(360) 714-8662

Brookstone Capital Management

Filed under: TAMP, RIA Serving Other RIAs

Brookstone Capital Management logo

Company info:

Dean Zayed, CEO
Top executive: Dean Zayed, CEO

630-653-1400

1745 S. Naperville Rd., Suite 200

Wheaton, Illinois, United States,

RIA department info:

Derek Gubala, National Director of Business Development

Contact: Derek Gubala, National Director of Business Development

630-653-1400

derek@brookstonecm.com

Etcetera:

  • Founded in 2006


Q&A:

What is the service or product you offer to RIAs?

"Brookstone Capital Management has been one of the fastest growing RIA firms in the country since its inception by providing a comprehensive and flexible open architecture platform to over 350 affiliated advisors and firms. Recognized as a Financial Times Top 300 Firm multiple times, Brookstone has found success by being laser-focused on providing an all-inclusive support system that will help you start, build and grow your advisory business. Brookstone's comprehensive platform includes a wide range of risk managed investment options, operational support, a cutting-edge technology suite, and full range marketing services. With the understanding that all advisory businesses are not equal, Brookstone has made flexibility a priority. Advisors can utilize both sophisticated model portfolios and enjoy the freedom of an open architecture platform to create customized solutions. Designed to be competitive throughout changing markets, Brookstone's core investment philosophy is simple - limit large market drawdowns while still capturing market upside. With over 40 employees and a seasoned leadership team that are ""on call"" to help advisors, Brookstone is positioned to provide advisors all of the resources and support they need at every level of experience. Whether you're a new Advisor or an experienced firm looking to expand, you'll be able to run your business your way with the resources of a full service TAMP by your side. Brookstone has the experience, insight, and operational infrastructure to support you at every stage of your development."

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