Brookside Strategy And Consulting

Overview

Brookside Strategy And Consulting is an independent registered investment adviser focused on financial planning and portfolio management for individuals and small businesses, with capacity to serve institutional accounts. The firm uses a fee model that combines a percentage of assets under management and fixed fees. Registered in 2024 and owned by an individual, Brookside runs a compact, discretionary practice that prioritizes liquid markets—particularly exchange-traded equities—while preserving access to private-market exposures through third-party managers. Investment practice centers on a core-satellite approach: liquid equity and fixed-income instruments form the core of client portfolios, and the firm supplements those exposures with externally managed alternative strategies. Brookside reports a stated preference for fixed-income allocation alongside significant use of exchange-traded securities, which it appears to use for portfolio construction, tax efficiency, and tactical positioning. The firm is not flagged as an active ESG investor and does not act as a capital allocator; instead, it sources alternatives through outside fund managers.

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Public Holdings

Investments & Alternatives

Location & Offices