Methodology

BALANCED PHILOSOPHY

We believe it’s critical to defend against the devastating impact large Draw Downs can have on the long-term growth of an investment portfolio. We therefore develop and implement investment strategies specifically geared toward our client’s unique investment goals and tolerance for risk.

STRATEGY DIVERSIFICATION

Our approach is based on using varied strategies to help minimize downside risk. While each of our strategies has its own methodology, our main goal is to avoid large-scale losses. We believe that diversification across multiple risk-controlled strategies helps manage wealth for both performance and protection.

BENEFITS OF STRATEGY DIVERSIFICATION

Flexible portfolios that respond to changing market risks

By partnering with experienced, innovative money managers, we can actively assess global market conditions and economic data to make real-time decisions based on market trends.

Diversified return opportunities with potentially lower volatility

By actively managing to a downside risk threshold, we work toward limiting devastating losses. We believe this strategy gives investors the opportunity to experience better results through stronger compounding. (See figure below.)

Return potential regardless of market conditions

We believe our investment goals reflect what many of today’s investors are seeking—a steady approach to generating returns while carefully navigating market turbulence. We seek to maintain this consistent, incremental approach.
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AN ACTIVELY MANAGED APPROACH TO RISK MANAGEMENT

Investors are often asked to endure a buy-and-hold approach that focuses on annualized percentage returns, but this can divert them from the ultimate long-term goal: cumulative dollar returns.

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WE TAKE THESE IMPORTANT STEPS TO PORTFOLIO CONSTRUCTION

  1.   We thoroughly develop your personal financial profile through individual consultations with you. We take into account your individual investment needs and objectives, risk tolerance, and time frame.
  2. We develop a personalized strategy diversification plan based on your needs and objectives. This plan seeks to maximize your investment returns while minimizing your risk through the carefully diversified allocation of your assets.
  3. We implement your strategy diversification plan by investing in well-diversified portfolios. As independent financial advisors, we utilize a large array of investment options in an objective and independent manner. This gives us added flexibility and creativity in structuring your investments.
  4. We carefully monitor your investments on an ongoing basis to ensure that they remain consistent with your life’s goals and objectives. Financial decisions are not one time events – as life changes, so must too your financial strategy.
  5. We will communicate with you on a regular basis and provide comprehensive reports for each of your accounts. Furthermore, we provide you with the highest level of personalized service, including periodic meetings, and workshops.

Additional Disclosure:  The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investment and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. For a complete description of investment risks, fees & services, please review the Brookstone Capital Management firm brochure (ADV Part 2A). This document is available upon request.