Broker Check

Risk Appropriate Investment Strategy Evaluation

RAISE is our methodology for determining broad portfolio balance. The most important decision an investor can make is to determine the most appropriate long-term strategy mix. Brookstone has created a conceptually sound decision-making framework for effective diversification. This approach is meant to help clients consistently exercise patience and discipline across all market cycles.

RAISE<sup>&#8482;</sup> Investment Approach

RAISE Investment Approach

When attempting to strike a balance between risk and reward during volatile markets, it’s critical to consider the negative effects large drawdowns can have on long-term returns.

Brookstone’s Risk-Appropriate Investment Strategy Evaluation (RAISE) process is designed to mitigate drastic downturns so investors can take advantage of the benefits of compounding. Each aspect of our RAISE investment selection process is dependent upon rigorous research and active management to help manage risk and capture gains opportunistically.

HOW MUCH RISK DO YOU WANT YOUR PORTFOLIO TO ABSORB?

Best, worst, and average returns for various stock/bond allocations 1926-2018

Investment
Committee

  • Seasoned professionals
  • Platform oversight
  • Advisor guidance

Investment
Platform

  • Open Architecture
  • Professional model portfolios
  • Manager review & selection

Investment
Advisor Representative

  • Fiduciary
  • Risk appropriate
  • Investor goals

The Investment Committee is comprised of professionals with an average of 20+ years of investment industry experience. The committee uses both internal and external market research sources to inform, guide, and set investment policy for Brookstone Capital Management. By setting investment policy, the committee establishes guidelines and principles for sound portfolio construction. The committee reviews and selects investment vehicles and model portfolio allocations that comprise the investment platform.

Dean Zayed , JD, LLM, CFP®
CEO, Founder

Darryl Ronconi
President, COO

Mark DiOrio, CFA
Chief Investment Officer

Matt Lovett
Chief Compliance Officer

The Investment Platform is comprised of a diverse roster of investments. The platform is built on an open-architecture approach, designed to provide investors an enhanced opportunity set.

Investment Advisor Representatives help investors navigate the investment platform set forth by the investment committee. Investment advisors work with investors to assess their risk profile and select the appropriate allocation to meet their real world objectives.