Our Beliefs
Mission & Vision
Mission:
Responsibly grow and protect our client’s wealth through innovative leadership, coaching and teaching.
Vision:
Our vision is to become our client’s most valuable asset by creating a wealth management firm that offers comprehensive solutions that instills bold confidence in any economic environment.
Core Values
Integrity
We believe in making sure that are actions match our speech and therefore we do what we say we’re going to do. We adhere to the highest ethical standard of putting other’s needs ahead of our own. We are governed by a strong set of moral principles that honors and respects individuals for who they are and what matters most to them.
Honesty
It’s more than the best policy. Honest communication is at the heart of any worthy relationship, and we desire to build long-term relationships with every client. We believe in being honest with ourselves before we can be honest with our clients and business partners. We believe in accountability so that we can engage in transparent relationships that lead to growth. When people grow, growth tends to multiply to other areas of one’s life including, but not limited to finances.
Personal Responsibility
We believe in taking ownership of the decisions that we make. We may not control events, but we do control our response to those events. We do NOT make decisions for others, so as not to rob them of their choices. Our lives are a result of the choices we make. We choose to be a Victor- not a Victim. We work with people who also see themselves as victors!
High Quality Relationships
Our relationships personally and professionally are built upon shared values, clear communication, striving for pre-determined objectives, and a commitment to put our clients first in all that we do in managing, growing, and safeguarding their wealth.
Openness
No hidden agendas. We communicate openly and honestly with our clients and inform them about all the risks associated with recommendations that we make. In doing so, we tell people what they need to hear; not necessarily what they want to hear. We also accept feedback understanding that within it lies the fuel for our growth and the ability to improve the level of trust, effectiveness and ultimately communication that leads to positive outcomes.
Personal/Professional Growth
We believe in addressing our personal obstacles and working on them daily. We grow through having the courage to take emotional risks by challenging what is holding us back. Growth occurs only when we manage our fear. Accountability and learning are critical to this process. Continuing our education on effective portfolio analysis, construction, and selection within a given risk tolerance is a commitment we make to each of our clients.
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.