
Investments

Client Access Schwab:
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Investment Design & Management
As an Investment Adviser Representative (IAR) of Brookstone Capital, we have the responsibility to put our clients' best interest first as a Fiduciary. Brookstone Capital provides us with the resources to create dynamically diversified investment portfolios tailored specifically for that client's individual risk-tolerance, time horizon and goals. The word "cookie cutter" does not apply to our designs. Portfolio's can be blended with both Tactical & Strategic Elements in addition to be directed towards income generation, capital appreciation or tax efficiency. All investment accounts are held at Charles Schwab and all investment accounts are under a single Monthly WRAP Management Fee (% of invested assets) which includes all transactions, advisory, planning, reporting and meetings. This simple & transparent fee structure aligns both the client's and advisor goals together.
Custodian Relationship & Client Access
With consumer and information technology accelerating at a rapid pace, we rely on Charles Schwab to keep us ahead. We house all of our client's investment accounts at Charles Schwab and they provide our clients with a world class solution to stay connected to their accounts. Clients have secure and easy access to account information, balances, positions, performance and transaction history. With dynamic portfolio designs through Brookstone Capital and Charles Schwab as our custodian, we have the platform in place to meet our #1 goal of creating life long client relationships.

