Investment Design & Management

As an Investment Adviser Representative (IAR) of Brookstone Capital, Derek has a Fiduciary responsibility to put his clients' best interest first.  Brookstone Capital provides Derek with the resources to create dynamically diversified blended investment portfolios with each account tailored specifically for that client's 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 TD Ameritrade Insititutional and reporting to clients is monthly. All investment accounts are set up under a single Monthly WRAP Fee (% of assets) which includes all transaction costs, Management Fees, Advisory Fees and Custodian Fees. This simple & transparent fee structure aligns both the client's and advisor goals together. 

Investment Management- Thee Leaf Financial
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TD Ameritrade- Three Leaf Financial
Custodian Relationship & Client Access
With consumer and information technology accelerating at a rapid pace, we rely on TD Ameritrade Institutional to keep us ahead. We house all of our client's investment accounts at TD Ameritrade Institutional 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 TD Ameritrade as our custodian, we have the platform in place to meet our #1 goal of creating life long client relationships.
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 TD Ameritrade. 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 Client Access- Three Leaf Financial
Mobile Access & Apps
AdvisorClient Mobile enables you to view your real-time account balances, positions and transaction history from Android™ and Apple® mobile devices. Download AdvisorClient 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.

Copyright 2016 Three Leaf Financial. Investment Advisory Services offered through Brookstone Capital Management, LLC. (BCM), a SEC Registered Investment Advisor. Three Leaf Financial and BCM are independent of each other. This website is for informational purposes only and does not take into account your particular investment objectives, financial situation or needs, and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives and investments are not suitable for all persons. For a complete description of investment risks, fees and services review the Brookstone Capital Management firm brochure (ADV Part 2) which is available from your Investment Advisor Representative or by contacting Brookstone Capital Management.  Three Leaf Financial is not endorsed by or affiliated with the Social Security Administration or any government agency. Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims paying ability of the issuer.