BROOKSTONE ASSET MANAGEMENT, LLC

Overview

Brookstone Asset Management, LLC is a fee-based registered investment adviser that concentrates on institutional mandates and portfolio management for investment companies. The firm, organized as an LLC and registered with the SEC in 2011, runs primarily discretionary mandates and leans heavily on liquid, ETF-centered portfolio construction while supplementing those exposures with private capital and insurance-linked products where appropriate. Brookstone was named one of the Financial Times Top 300 RIA Firms in 2020. Investment activity shows a tilt toward income- and risk-managed ETF strategies—its largest position is the Formulafolios Tactical Income ETF—combined with selective allocations to private equity and private placements for return enhancement and diversification. Brookstone charges advisory fees based on a percentage of assets under management and reports an institutional client base. The firm is not identified as an active ESG investor and does not operate as a multi-state adviser under the current disclosures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices