We are in the business of advising clients who want
to develop and implement an intelligent, effective
long-term investment strategy, customized for their
personal goals and resources. Our professional perspective
is that we work hard to cultivate and preserve the
trust and confidence of our clients. Our solutions
reflect a thoughtful response to the key issues
affecting the management of our clients' financial
Brooks Clark Ltd. provides fee-based investment advice through its affiliation with Brookstone, an SEC RIA. We offer a comprehensive
money management platform that gives you access
to robust, well-diversified portfolios that are
specifically geared toward your personal financial
As independent investment advisors,
there are no "standard" or "proprietary"
products that we promote. In fact, we have access
to the entire universe of investment options and
vehicles. Because we are without restraint in selecting
the optimal investment vehicles to implement into
your portfolio, we are able to exercise complete
objectivity in creating the most profitable, sound
and disciplined portfolios.
As an investment adviser representative, I am a “fiduciary” to my advisory clients’ investment. This means that I have an obligation to act in the best interests of my clients and to provide investment advice in my clients’ best interests. I should avoid engaging in any activity that could create a conflict of interest with any client; however, if a conflict of interest does arise, I will make full disclosure of that conflict to my client. I must employ reasonable care to avoid misleading clients and I must provide full and fair disclosure of all material facts to my clients and prospective clients. My fiduciary duty extends solely to investment advisory advice and does not extend to advice relating to insurance product sales, including annuities, life insurance, and long term care insurance.
is simple: to help you preserve
and build your wealth
with an unprecedented level of expertise and attention.
For more information, go to our
partner website AnnuitiesofWashington.com.
Authorized IRS e-file
Provider by the Internal Revenue Service
Authorized Insurance Agent by the Insurance
Commissioner in the State of Washington
Investment Advisor Representative of Brookstone
Capital Management LLC,
an SEC Registered Investment Advisor