Three Leaf Financial/ Investment Design & Planning/ Financial Planning

Investments

Client Access Schwab:

Click Below

Investment Management- Thee Leaf Financial

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.

Client Monthly Reporting- Three Leaf Financial

Client Reporting & Communication

With client relationships being our #1 priority, we have aligned our reporting process to this very goal. There are 2 separate reporting engines that are in place for clients to track performance and to be up to date on account changes. The 1st is Charles Schwab. Our custodian through each client access account provides them with a monthly performance report. The 2nd is a an Orion Report. This report is emailed out to each individual investor or household within the 1st 10 days of each month. This report is sent directly from Derek and it provides clients with a very clear picture of account performance of each individual position from a Monthly, Quarterly, Yearly and Inception Basis.

Between the 2 combined reporting resources, clients will always know where they stand in achieving their long term goals.

Mobile Access & Apps

Schwab Alliance Mobile enables you to view your real-time account balances, positions and transaction history from Android™ and Apple® mobile devices. Download Schwab Alliance Mobile in the Apple AppStore and the Google Play™ store.

Apple and iPhone are trademarks of Apple, Inc., registered in the U.S. and other countries. App Store is a service mark of Apple, Inc. Android is a trademark of Google, Inc.