Americas Best TAMPS 2024 - 26

2024 AMERICA'S BEST TAMPS
BROOKSTONE
CAPITAL
MANAGEMENT
Dean Zayed
Founder and CEO
Brookstone Capital Management * 1745 S. Naperville Road,
Wheaton, IL 60189 * www.brookstonecm.com
Brookstone Capital Management has been one of the fastestgrowing
TAMPs in the country since its inception by providing a
comprehensive and flexible open-architecture platform to over 1,000
affiliated advisors and firms. Recognized as a Financial Times Top 300
Firm multiple times, Brookstone has found success by being laserfocused
on providing an all-inclusive support system that will help you
start, build, and grow your advisory business.
Brookstone's comprehensive platform includes a wide range of riskmanaged
investment options, operational support, cutting-edge
technology, marketing services, and a fully integrated solution for fixedindexed
annuities and insurance.
We have embraced an
open architecture platform,
providing a diverse and
innovative selection of
strategies. This year,
more than other years,
advisors needed flexibility
to successfully manage
the client relationship.
We maintain an open line
of communication with
advisors. Given the speed
at which the market can
move,our trading desk
updates are timely and timesensitive,
providing advisors
with strong and consistent
message support that they,
in turn, can share with their
clients.
Our advisor technologystack
was built from the
ground up with advisors in
mind, and now has been
tested through one of the
fastest-moving markets in
history. We strongly believe
that successful advisors
will run a multi-disciplinary
practice, where their practice
serves as a one-stop
shop, blending insurance,
estate planning and money
management.
Given the world's
increasing complexities,
finding a partner such
as Brookstone can help
them deliver on that value
proposition.
BUSINESS
STRATEGY
STRATEGY
VISION
BUSINESSMAN
IDEA
PROJECT
CONTRACT
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
MANAGING
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
ACCOUNT REBALANCING
ACCOUNT AGGREGATION
GROWTH
ORGANISATION
INVESTMENT POLICY
STATEMENTS
QUALITY
FINANCE
DIRECTION
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
CALENDAR
DECISION MAKING
47 ED I T A B L E L I N E I C O N S S E T
PLANNING
BANKRUPT
BUSINESS
STRATEGY
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
STRATEGYPRESENTATION
VISION
PROBLEM SOLVING
BUSINESSMAN
REPORTIDEA
WORKFLOW
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
MANAGING
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
REPORT ANALYSIS
INVESTMENT
ORGANISATION
ADVERTISING
PROJECT
REVENUE
COMPLIANCE TOOLS
CUSTODIAN AGNOSTIC
TAKE OVER
CONTRACT
DEFENSE STRATEGY
QUALITY
FINANCE
DIRECTION
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
CUSTOMIZED PORTFOLIOS
CUSTOM REPORTING SUITE
GROWTH
ORGANISATION
CALENDAR
DECISION MAKING
PLANNING
BANKRUPT
REPORT ANALYSIS
INVESTMENT
ORGANISATION
ADVERTISING
TAKE OVER
26
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
PRESENTATION
PROBLEM SOLVING
REPORT
WORKFLOW
REVENUE
DEFENSE STRATEGY
MARKETING SUPPORT
MODEL MARKETPLACE
RESEARCH & DUE DILIGENCE
RISK MANAGEMENT TOOLS
FINANCIAL PLANNING TOOLS
With the understanding that all advisory businesses are not equal,
Brookstone has made flexibility a priority. Advisors can both utilize
sophisticated model portfolios and enjoy the freedom of an openarchitecture
platform to create customized solutions.
Designed to be competitive throughout changing markets,
Brookstone's core investment philosophy is simple: limit large market
drawdowns while still capturing market upside.
With over 100 employees and a seasoned leadership team that are " on
call " to help advisors, Brookstone is positioned to provide advisors with
all of the resources and support they need at every level of experience.
Whether you're an independent advisor, experienced RIA firm, or
broker-dealer looking to expand your offerings, you'll be able to run
your business your way with the resources of a full-service TAMP by
your side. Brookstone has the experience, insight, and operational
infrastructure to support you at every stage of your development.
TM
New business contact:
Derek Gubala
Director of Business
Development
Phone: (630) 653-1400
Email: derek@
brookstonecm.com
Website: www.brookstonecm.com
CONTACT
Type of Program: Openarchitecture
managed money
platform, customized riskmanaged
portfolios, fully
integrated fixed indexed
annuity and insurance
solutions
Total Assets in Program:
$9 billion
Year Program Began: 2006
Managers on Platform
Vetted: Yes
Managers GIPS®
Compliant: Yes
Types of Products Available:
ETF models, fixed indexed
annuity and insurance, model
portfolios, risk managed,
structured products, UMAs
Platform Tracks Client
Holdings: Yes
Program Compatible for:
Independent advisors (IARs),
RIAs, broker-dealers
Optimized for Tax Trading
Efficiency: Yes
47 ED I T A B L E L I N E I C O N S S E T
STRATEGIC FEATURES
Sleeve-Level Reporting: Yes
Program Links to a
Trade Execution or Order
Management System: Yes
Proposal / IPS: Yes
Asset Allocation
Methodologies: By asset
class, suitability, risk
tolerance, and tactical/
strategic blending
https://www.brookstonecm.com/ http://www.brookstonecm.com
Americas Best TAMPS 2024

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