Our Mission:
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
affairs.
Brooks Clark Ltd. provides fee-based investment advice through its affiliation with Brookstone Capital Management, a registered investment advisor. We offer a comprehensive
money management platform that gives you access
to robust, well-diversified portfolios that are
specifically geared toward your personal financial
goals.
As independent investment advisors,
there are no "standard" or "proprietary"
products that we promote. In fact, we have access to a large array 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.
Our goal
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.
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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
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Brooks Clark, LTD are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
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