WEALTH MANAGEMENT SIMPLIFIED.
Isn’t it time you partner with an independent fiduciary with knowledge and experience in matching your life goals and aspirations with a financial plan that will get you there?
Welcome to 360 Capital Management
360 Capital Management provides comprehensive investment advice, financial planning, wealth management, retirement income planning, tax planning, business retirement solutions and blends a thoughtful insurance strategy to over one thousand families throughout the country.
We are committed to cultivating meaningful, high trust relationships with each of our clients while simultaneously maintaining the highest standards of integrity and professionalism as independent fiduciaries. We focus intently to understand each client’s financial goals, tolerance for risk and preferences to construct a sound investment strategy and maintain this focus through long-term investment management.
What sets us apart and why ‘independent’ matters and why you can trust working with a ‘fiduciary’.
Independent
We have two aspects to our practice. As an Independent Investment Advisor Representative (IAR) we deal with traditionally managed investment portfolios. Also, as Independent Insurance Advisors we offer unlimited solutions in the insurance planning arena. When appropriate we utilize strategic insurance products to solve estate tax matters such as life insurance, annuities, and Long-Term Care. We can provide a large array of products and offer the best solutions to our clients.
Fiduciary Standard
A Fiduciary is a person or organization that acts on the behalf of another person, putting clients’ interest ahead of their own, with a duty to preserve good faith and trust. Being a fiduciary requires being bound both legally and ethically to act in the other’s best interests.
What’s the advantage?
The advantage of working with an Investment Advisor Representative & 360 Capital Management is that we are independent fiduciaries. We submit to dutifully place our interests below that of the client and disclose any possible conflicts of interest. We employ a consultative process in working with our clients that is more about wealth management and education than it is about being singularly investment oriented. See the difference below…
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Disclosure
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and 360 Capital Management are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. For a complete description of investment risks, fees and services, review the BCM firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting BCM.
The content of this website is provided for informational purposes only 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.
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information.
Schedule your complimentary Strategy Session.
Listen to the Retire 360 Radio Show & Podcast hosted by Dwight Mejan for valuable insights and expert advice on retirement planning. Our show covers a wide range of topics from investment strategies to tax planning, and is designed to help you make informed decisions about your financial future.