Our Process
Our Goal Is Simple:
To Help You Reach Yours!
If there is one certainty in life we can count on it is this: Change is inevitable, growth is optional. One must make a conscious commitment to grow because growth is essentially an unwavering commitment to embrace change. This is critical because achieving success in the financial world requires us to embrace the changing nature of markets and adapt our course. As your financial partner and coach entrusted to create your roadmap, we charter your course in such a way that plans for uncertainties in life and the inconsistencies of markets so that you can gain confidence and clarity in your retirement years when financial assurance matters most.
Our Process
Learn about our financial planning process and investment philosophy.
Discover
In a collaborative effort we build a personal financial profile with you that seeks to understand your values, dreams for the future, goals, risk tolerance and time frame.
Build
We develop a personalized asset allocation strategy that incorporates your unique needs, preferences, and objectives. This comprehensive strategy thoughtfully considers assets that we manage as well as others outside of our fiduciary responsibility. Within this framework we seek to maximize investment returns while minimizing risk through a carefully diversified allocation strategy.
Implement
Once we reach a mutual understanding and agreement on strategy and asset allocation model, we implement it within a broadly diversified portfolio. As independent fiduciary advisors we incorporate a wide spectrum of investment choices in an objective and independent manner.
Ongoing Oversight
Continual and ongoing management of your investments and the strategy implemented takes place to ensure consistency and alignment with your goals, dreams, and objectives. Risk factors are monitored, and adjustments made in alignment with those objectives. Decisions that you make are not “one and done”. As your life progresses so must the investment strategy that we implement.
Ongoing Communication
As seasons change and various factors impact your portfolio, we monitor those changes and communicate with you regularly to explain the potential affects, update you on rebalancing needs, ensure proper target allocations and introduce you to new ideas to consider within your overall portfolio construction. As a client you can expect to receive the highest level of personalized service and comprehensive reports for each of your accounts.
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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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.