Brookstone INVESTMENT Strategies
Through Brookstone Capital management (BCM) and other sources, we offer a wide spectrum of investment alternatives in order to provide diversified investment strategies for individual investors. We seek to maintain a risk managed approach toward investing, and our portfolios range from conservative to moderate to growth to provide for varied investor risk tolerances.
Brookstone RAISE 360° SELECT Models
The BCM RAISE 360° Select Models are designed to adhere to proper diversification and risk-appropriate portfolio selection across market cycles. The Models are built by utilizing the entirety of Strategic and Tactical investments and the financial intelligence available on BCM’s platform. Raise 360 is designed to help investors by consistently exercising patience and discipline throughout changing investment markets.
Brookstone TACTICAL Advisors
Through BCM, we also partner with innovative, independent, boutique investment firms to offer access to a select yet diverse range of investment strategies. These subadvisors who share our same philosophy toward risk management are able to offer investment options that are tailored to investors’ financial goals and objectives.
Below are a few of these managers.
Brookstone STRATEGIC Advisors
BCM has also partnered with some of the largest money managers in the world, including BlackRock, Guggenheim, and Morningstar to offer investors multiple strategies from their wealth of managed portfolios. These associations provide additional investment options that are based on a wide base of investment intelligence that relies on rigorous global data and research practices.
A market in which prices are declining. A “bear” is a person who expects that the market or the price of a particular security will decline.
An option which gives the holder the right, but not the obligation, to buy a fixed amount of a certain stock at a specified price within a specified time. Calls are purchased by investors who expect a price increase.
Canterbury Volatility Index (CVI):
Measures the market’s volatility or emotional state. A CVI reading below 90 reflects a stable or rational market. A CVI above 90 reflects an emotional market. Investors may not make direct investments into an index.
The peak to trough decline during a specific record period of an investment, fund or commodity. A drawdown is usually quoted as the percentage between the peak and the trough.
An exchange traded fund (ETF) is security that tracks an index, a commodity, bonds, or a basket of assets like an index fund. Unlike mutual funds, an ETF trades like a common stock on a stock exchange. ETFs experience price changes throughout the day as they are bought and sold. Because it trades like a stock, an ETF does not have its net asset value (NAV) calculated once at the end of every day like a mutual fund does.
IndexLinked Certificate Of Deposit:
A certificate of deposit (CD) with a return based on a specific index. These CDs are purchased for a fixed price and are FDIC insured. Reference to an index does not imply that the strategy will achieve returns, volatility or other results similar to that index. The composition of the index may not reflect the manner in which a strategy is constructed in relation to expected or achieved returns, portfolio guidelines, restrictions, sectors, correlations, concentrations, volatility or tracking error targets, all of which are subject to change. Investors may not make direct investments into an index.
OpenEnd or Mutual Fund Investment Company:
This is a company that uses its capital to invest in other companies. Open end or mutual funds sell their own new shares to investors and buy back their old shares. These are not listed for trading on a stock exchange. Open end funds get their name because their capitalization is not fixed and they normally issue more shares as people want them.
A purchaser of an option has the right, but not the obligation, to buy or sell certain securities at a specified price within a specified time.
Real Estate Investment Trust (REIT):
An investment vehicle that invests funds on behalf of its investors in real estate-related investments such as construction loans, mortgages, land and real estate company securities.
S&P 500 Index:
An index of 500 stocks chosen for market size, liquidity, and industry grouping, among other factors. Companies included in the index are selected by the S&P Index Committee, a team of analysts and economists at Standard & Poors. Reference to an index does not imply that the strategy will achieve returns, volatility or other results similar to that index. The composition of the index may not reflect the manner in which a strategy is constructed in relation to expected or achieved returns, portfolio guidelines, restrictions, sectors, correlations, concentrations, volatility or tracking error targets, all of which are subject to change. Investors may not make direct investments into an index.
The ratio of change in an option’s price to the decrease in time to expiration of the option that occurs because the probability of that option being profitable is reduced.
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.