Our RIA

We are proud to partner with Brookstone Capital Management, a Registered Investment Advisor that helps independent advisors like us serve our clients. Founded in 2006, Brookstone currently has over $8.4 billion of assets under management and is the fastest growing RIA in the US. 

• Sophisticated Portfolios: The Investment Committee at Brookstone collaborates with our advisors to construct risk-appropriate portfolios.
• Technology: Brookstone's technology platform allows us to manage your portfolio more effectively and submit trade requests in a timely matter.
• Security: Document encryption, data backups, and cybersecurity training procedures implemented by Brookstone ensure client information is secure. 
• Compliance: The Compliance Team at Brookstone performs branch audits and provides our advisors with ongoing training to meet regulatory requirements.