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 Charles Schwab 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 Schwab: