Our robust Advisor Portal combines our open architecture asset management, with client management and account administration in an intuitive, fully integrated, and easily scaled solution.
Flexibility is our priority. Choose from CFA-designed model portfolios that are adaptable to individual investors or design your own with the freedom of our open architecture platform.
You’ll be able to run your business your way with the resources of a full-service firm by you side. Our team of over 100 dedicated professionals assists our advisors with first-class support.
Since 2006, Brookstone Capital Management has been an industry leader with a focus on one thing – being the absolute best choice for financial advisors. Brookstone Capital Management has been one of the fastest-growing TAMPs in the 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, Brookstone has found success by being laser-focused on providing an all-inclusive support system that will help you start, build, and grow your advisory business.
Brookstone’s comprehensive Advisor portal is built on cutting-edge technology and includes a wide range of options and streamlined operational support for a fully integrated solution for your practice.
Track prospects and streamline onboarding
Our Advisor Portal is the central hub for our advisors. The Portal is where you would go to run proposals for clients as well as to find resources such as our forms, custodial paperwork, training materials, and more.
Back-office management
Our streamlined approach saves you time so you can spend less time processing paperwork and more time helping your clients reach their financial goals.
Our wide spectrum of investment options gives you the ability to offer an array of customized solutions to suit client’s risk tolerance, investment objectives, and timeline horizons.
Do it for me: Turnkey investment options with our CFA-designed RAISE core models.
Do it with help: Risk-based templates for any client profile and risk tolerance.
Do it myself: Expanded roster of investment options in our Open Architecture platform.
We provide our advisors valuable marketing services and comprehensive marketing solutions to help you attract and retain clients.
Full marketing support
Collateral and materials
Client communication pieces
Educational webinars & videos
Market commentary, newsletters, & fact sheets
And more!
Digital hybrid marketing
Tap into our proven marketing funnels to start reaching more potential clients today. Our highly targeted Facebook ad campaigns connect you to qualified prospects at local libraries, colleges, and universities.
Operational support
You can lean on our extensive resources of our operational team to help you streamline all your back office management. Our team will help you manage the entire process of administrating, funding, and maintaining clients’ accounts.
Financial planning
Win more high net worth clients with first-class financial planning. We serve hundreds of advisors, running thousands of plans each year; we know what works, what doesn’t, and what high-value clients are really looking for.
Compliance support
With the constantly changing SEC regulations and the onset of the new DOL fiduciary rule, full-scope compliance support is mandatory. Our team helps your practice make sure you’re aware of all the rules and regulations.
PASS Training
We provide our advisors with the most comprehensive education and training possible. Our Positioning Advisors for Success Series (PASS) is an expansive, multi-level training program built to suit advisors of all experience levels.
Inspire National Conference
Our annual event is a forum for education, networking, and inspiration. Advisors experience a first-class event where they spend time with peers to gain knowledge, new ideas, and insight to help grow their business.
Brookstone Capital Management (BCM) has officially earned the top spot on Financial Advisor (FA) Magazine’s 2021 RIA Survey and Ranking.
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