Schedule an Appointment

Financial Service

Investment Management

Not every investor has the same risk tolerance, so your investment strategy shouldn’t be one-size-fits-all. Whether you’re a conservative investor or someone willing to take calculated risks, you deserve a personalized approach that matches your unique risk/reward profile. That’s why we take risk management more seriously than anyone else.

Our Multi-Layered Protection Strategy

We believe your investments should work hard for growth while protecting what you’ve already built. Our tactical approach combines multiple risk-controlled strategies designed to capture opportunities while defending against large-scale losses.

What makes our approach different:

    • Active risk management that adapts to market conditions in real-time
    • Multi-layered diversification across protective strategies
    • Tactical flexibility to take advantage of opportunities
    • Built-in downside protection to preserve your wealth
    • Customized risk/reward profiles based on your specific situation

As Dean Zayed, CEO of Brookstone Capital Management, our Registered Investment Advisor, puts it: “We take a multi-layered, tactical approach to investing designed to adapt quickly to constantly changing market moods. This strategy allows investors the flexibility to take advantage of opportunities while still maintaining a definitive, embedded layer of risk management.”

Ready for an investment approach built around you? Let’s discuss how our customized, risk-managed strategies can match your comfort level while pursuing your financial goals.

Schedule Your Consultation

The Difference Between Traditional & Roth IRA

3 Financial Planning And Investment Opportunities In A Down Market

Get More Financial Insights in Our Video Library

Explore Now

Join our Free Retirement Workshop

We host live retirement classes twice a year, once in the Spring and again in the Fall. Each class runs over two evenings and covers the most important parts of planning for retirement, including:

  • Taxes in retirement
  • Healthcare and Medicare
  • Estate planning
  • Investments
  • Income planning

Whether you’re just getting started or already in retirement, these sessions are packed with helpful info to give you more clarity and confidence about what’s next.

Ready to secure your spot? Call our Sidney office at (937) 498-1128 or send us a message for upcoming dates and registration.