Philosophy & Ethics
Investment Philosophy
Brookstone Capital Management employs a proprietary investment approach called RAISE™. RAISE™ is an integrated investment and wealth management process that is designed to meet real world investor objectives. RAISE is the Brookstone methodology for determining broad portfolio balance. The most important decision an investor can make is to determine the most appropriate long-term strategy mix. Brookstone has created a conceptually sound decision-making framework for effective diversification. This approach is meant to help clients consistently exercise patience and discipline across all market cycles.
RAISE™
Risk-Appropriate Investment Strategy Evaluation
Deliver Competitive Returns
Limit Large Losses/Drawdowns
Risk Managed Approach
Boutique And Brand Name Managers
Blend Strategic, Tactical, Active, And Passive
Implement Strategy Diversification
Focus On Goals-Based Performance, Not Benchmark Chasing
Disclosure
All 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.
Ethics
Complete trust isn’t built in a day but can certainly be lost in one and at 360 Capital Management we strive daily to earn greater degrees of our client’s trust and respect for the work we’ve been entrusted to do. Our company culture adheres to open, honest communication internally within our team and carries into our work with clients daily.
We have high expectations of those who work with us because we believe it is one of the highest compliments that we can give our employees and business partners. We impose stringent ethical standards on our people and clients can expect to receive full disclosure and transparency throughout our entire financial planning process and during meetings. We believe that transparency helps us to be clear about our intentions.
Ability To View Your Accounts
Transparency is always available to you regarding your money and how it’s being invested. Your account(s) will be held at large well-known custodian such as TD Ameritrade, Charles Schwab or Fidelity Investments. You will obtain 24/7 online access to your accounts and receive account statements directly from them. As your advisor we have access to those accounts only for which you give us authority with the ability to initiate trades and move money between accounts.
Our Commitment To Communication
At 360 Capital we believe in being responsive to your questions, concerns or just want to provide us feedback. We believe that open, honest communication fosters high trust relationships and business relationships can thrive in that environment. We commit to being responsive to your calls, emails, and requests for information.
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.
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