Your wealth manager should work as hard as you do

Brookside Strategy refines the art and science of sophisticated wealth management investment strategies with a craftsman-like approach.

Every investor strives for excellence and superior quality in everything they do, and the same standards should be upheld when it comes to managing complex wealth.

Choose a financial advisor who will provide stability and enduring value through every stage of your life, whether transitioning to a new phase, a new normal, or weathering unexpected events.

We Operate Using 3 Key Principles

  1. Thrive on solving big and complicated problems

  2. Build financial plans that provide enduring value and stability

  3. Bring creative solutions to the table when unforeseen events cause uncertainty

A UNIQUE APPROACH: PART SCIENCE & CRAFT

Investment management, specifically portfolio management, is a constantly changing discipline. Working together we will craft a financial blueprint to grow, preserve, and transfer your wealth.

Your investment portfolio should be structured to address your specific goals. Different client portfolios can address various goals. Such goals can be risk-based, income-based, total asset-based, and volatility-based.

Capture your big-picture goals.

Recommend strategies that align with your risk tolerance and will put you on track to meeting your goals.

Agree on a blueprint to execute and implement your financial plan at the institution of your choice.

Facilitate that plan and put your money in motion.

Track your plan continuously to ensure you are always on course to meet your goals.

ROOTED IN PHILOSOPHY

We believe in a structured investment approach driven by data and utilizes the best historical thinking behind portfolio construction. 

One of the pioneers of portfolio management was Benjamin Graham, author of seminal books Securities Analysis and The Intelligent Investor. Graham and other trailblazers taught that security valuation matters and to avoid speculation.

Subsequent studies introduced concepts such as risk, volatility, and correlations. These asset and portfolio characteristics are as important as valuation when considering asset values.

Optimal investment results must consider the risks (market volatility, risk of loss, risk of untimely losses, etc.)

Our policy includes two basic beliefs:

  • Don’t overpay for anything

  • Minimize the chance and impact of losses.