Investment Management

 

The guidance you need, the advice you trust

Optimize your investments. Secure your future.

Wealth management is part of our name because it’s core not just to what we do, but to your personal investment journey. We create personalized strategies that are designed to put your financial goals within reach and ensure your money takes you exactly where you want to go.

Our Approach

At Brookstone Wealth Management, we apply the Situational Investing methodology to everything we do. Situational Investing was developed by our investment management partners, Meld Financial. It is based around the fundamental principles that every client and every investor is different, and that a one-size-fits-all approach just doesn’t work. We get to know our clients, and we design an investment strategy that will help you get where you want to go.

Financial planning is a journey, not a destination, and Situational Investing ensures you start on the right track.

Our Strategy

Our work with each client begins with the Situational Investing review process — a gauge of what we call YOUR Financial Fingerprint. We talk through your financial goals and your risk tolerance, and then we guide you toward a portfolio that’s right for you.

From there, it’s all about follow up, support and guidance — every step of the way.

  • We offer a comparison of where you are today and where you could be, with the right asset allocation and wealth management strategy.
  • We outline the best ways to reduce risk in your overall portfolio.
  • We conduct regular reviews to assess where we are on the path to your short- and long-term goals — and whether we need to shift course or stay on track.
  • We coach you through the investment planning process.
  • We teach you on the ins and outs of wealth management.
  • We mentor you as you navigate your financial plan.

And, we empower YOU to take an active role in planning YOUR financial future and finding YOUR True North.

Our Philosophy

When you find a Certified Financial Planner versed in Situational Investing, you find an advisor who will keep your best interests foremost in mind. That’s our mission — to serve as your trusted guide on your journey to financial freedom.

Our Wealth Management Services

Income and Equity Portfolios

Using individual equity and fixed income securities, we craft portfolios designed to meet your specific income and growth needs.

Mutual Fund Portfolios

We maintain several diversified mutual fund portfolios with allocations across specific market segments. Those mutual funds are selected through a rating system and compared against every other mutual fund in its respective market segment on a monthly basis.

Conservative Portfolio

The Conservative Portfolio is designed for clients with a short time horizon or for especially conservative investors. The allocation mix is approximately 10 to 15 percent equity funds to 85 to 90 percent bond fund holdings.

Balanced Portfolio

This portfolio is designed for those clients with a time horizon of less than 10 years and a moderate risk tolerance. The allocation mix is approximately 50 percent equity funds and 50 percent bond funds.

Growth Portfolio

The Growth Portfolio is designed for those investors with a higher risk tolerance and for clients with a longer time horizon, generally more than 10 years. The allocation mix is approximately 10 percent bond funds and 90 percent equity funds.

Aggressive Growth Portfolio

This portfolio is made up of 100 percent equity funds, designed for clients who understand the higher risk that comes with an all-equity fund portfolio or for those with a longer time horizon.

Aggressive Growth/Emerging Markets

This portfolio is designed for clients who want an equity approach and to invest in emerging markets. The bulk of the portfolio will be in domestic equities, with an approximate 15 percent allocation to emerging markets, composed mainly of BRICs (Brazil, Russia, India, & China).

Blended Portfolios

With our Blended Portfolios, we design a custom combination of our other portfolios (listed above) to help you meet your investing or savings goals.

 

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Why Brookstone Wealth Management?

 

Our approach to wealth management is rooted in the belief that every client is unique. That’s why our services don’t come out of a box. Our Certified Financial Planners (CFP®) work one-on-one, side-by-side with each and every client to craft a custom financial strategy that will help make their financial goals a reality.

Financial Planning is a journey, not a destination, and we are your trusted advisor every step of the way. Let us help you navigate your True North.

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