Investments, Insurance & Planning
Investments
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.
Client Access to TD:
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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.
