Wheaton, IL (PRWEB) July 10, 2014
The Financial Times reviewed more than 2,000 independent RIA firms with $300 million or more in assets under management (AUM). Firms were graded on six factors including AUM, AUM growth, years in existence, industry certifications of staff, SEC compliance record, and online accessibility. The list of the Financial Times 300 was published in a special section of the newspaper’s U.S. edition on Thursday, June 26th.
Only independent, elite RIA practices were considered, and BCM was included with impressive company. The average Financial Times 300 practice manages more than $2.5 billion in AUM and serves 3,000+ clients.
“We couldn’t be happier about making this list,” said BCM Founder and CEO, Dean Zayed, who cites the addition of new technologies, cutting-edge strategies, and innovative investment managers as important factors in BCM’s growth. BCM’s investment platform embraces the dual mandate of limiting large losses while delivering competitive, risk-adjusted returns. “Relying solely on 20th century investment strategies isn’t good enough in today’s volatile markets,” said Zayed. “The industry standard for money managers has been to judge them by their outperformance of a benchmark. You are deemed successful if you outperform, even if you lose 1/3 of a client’s wealth. This is simply unacceptable for BCM. That’s why we developed the unique approach of diversifying across multiple, risk-managed strategies when managing wealth for both performance and protection, and making the Financial Times 300 list is an indication of the positive results we’ve had.”
About Brookstone Capital Management
Founded in 2006, Brookstone Capital Management (BCM) is a SEC Registered Investment Advisor firm providing fee-based asset management services. BCM offers investment management through a select network of independent advisor representatives, offering portfolios that span conservative, moderate, and growth-oriented risk tolerances. Founder and CEO Dean Zayed established Brookstone with the singular goal of forging strategic relationships with independent advisors to support all aspects of their fee-based advisory business.