Brookstone and FormulaFolios are combining the best of both firms into a single, $6.5 billion RIA with one purpose: providing independent financial advisors with the technology, marketing and training they need to grow their businesses:
Next-Gen Technology Stack: Exclusive technologies for lead generation, financial planning and proposal development, account aggregation, portfolio analysis and management, and much more.
Financial Planning Support: With a software-enabled planning process, CERTIFIED FINANCIAL PLANNER™ professionals, CFAs and support staff are dedicated to offering one-on-one assistance with financial plan and proposal development.
Investment Selection: An open-architecture platform and targeted model portfolios offer advisors diverse options for investment management for growth, with an emphasis on income strategies for retirement.
Branding and Marketing: With one of the most robust, turnkey digital marketing platforms in the industry, we provide end-to-end support for online lead generation and brand development.
Training and Networking: We work with advisors big and small. Whether you're just getting started or already $100m+ in AUM, we offer training opportunities at each level of business development as well as interactive networking events to continue enhancing your business.
Investment Advisory Services are offered through Brookstone Capital Management, LLC, a Registered Investment Advisor. 1745 S. Naperville Road, Suite 200 Wheaton, IL 60189 www.BrookstoneCM.com (630) 653-1400.