America’s Best TAMPs Showcase - Flipbook - Page 33
2026 AMERICA’S BEST TAMPS
TM
BROOKSTONE
CAPITAL
MANAGEMENT
New business contact:
Email: info@
brookstonecm.com
Website: www.brookstonecm.com
Dean Zayed
Founder and CEO
CONTACT
Brookstone Capital Management
1745 S. Naperville Road, Wheaton, IL 60189
www.brookstonecm.com
We have embraced an
open architecture platform,
providing a diverse and
innovative selection of
strategies. This year,
more than other years,
advisors needed flexibility
to successfully manage
the client relationship.
We maintain an open line
of communication with
advisors. Given the speed
at which the market can
move,our trading desk
updates are timely and timesensitive, providing advisors
with strong and consistent
message support that they,
in turn, can share with their
clients.
Our advisor technologystack was built from the
ground up with advisors in
mind, and now has been
tested through one of the
fastest-moving markets in
history. We strongly believe
that successful advisors
will run a multi-disciplinary
practice, where their practice
serves as a one-stop
shop, blending insurance,
estate planning and money
management.
Given the world’s
increasing complexities,
finding a partner such
as Brookstone can help
them deliver on that value
proposition.
Brookstone Capital Management has been one of the fastest growing
TAMPs in the country since its inception in 2006 by providing an awardwinning turnkey asset management platform with exceptional service
to over 600 affiliated advisors and firms. Recognized by Inc 5000 as
one of the fastest growing firms, Brookstone has found success by
being laser-focused on providing an all-inclusive support and service
that will help independent advisors start, build, and grow their advisory
business.
Brookstone’s comprehensive platform offers a wide range of riskmanaged investment options, including our own funds through
Brookstone Asset Management, with no platform fee, and the Booster
Income Opportunities Fund (BAMIX), full operational support, cuttingedge technology, marketing and lead generation services, portfolio
design, a fully integrated solution for fixed-indexed annuities and
insurance, and more.
With the understanding that all advisory businesses are not equal,
Brookstone has made flexibility a priority. Advisors can both utilize
sophisticated model portfolios and enjoy the freedom of an openarchitecture platform to create truly customized solutions. With over
150 employees and a seasoned leadership team, Brookstone is
uniquely positioned to provide advisors with all the resources and
support they need to grow their practice.
Whether you’re an independent advisor or experienced RIA firm, you’ll
be able to run your practice your way with the resources and support
of a full-service TAMP+ by your side. Brookstone has the experience,
insight, expertise, and operational infrastructure to support you at every
stage of your development.
STR AT E G I C F E AT U R E S
ACCOUNT AGGREGATION
FINANCIAL PLANNING TOOLS
ACCOUNT REBALANCING
INVESTMENT POLICY
STATEMENTS
COMPLIANCE TOOLS
MARKETING SUPPORT
CUSTODIAN AGNOSTIC
MODEL MARKETPLACE
CUSTOMIZED PORTFOLIOS
RESEARCH & DUE DILIGENCE
CUSTOM REPORTING SUITE
RISK MANAGEMENT TOOLS
PRODUCTIVITY
33
Type of Program: Openarchitecture managed money
platform, customized riskmanaged portfolios, fully
integrated fixed indexed
annuity and insurance
solutions
Total Assets in Program:
$12.6 billion as of 11/30/2025
Year Program Began: 2006
Managers on Platform
Vetted: Yes
Managers GIPS®
Compliant: Yes
Types of Products Available:
ETF models, fixed indexed
annuity and insurance, model
portfolios, risk managed,
structured products, UMAs
Platform Tracks Client
Holdings: Yes
Program Compatible for:
Independent advisors (IARs),
RIAs, broker-dealers
Optimized for Tax Trading
Efficiency: Yes
Sleeve-Level Reporting: Yes
Program Links to a
Trade Execution or Order
Management System: Yes
Proposal / IPS: Yes
Asset Allocation
Methodologies: By asset
class, suitability, risk
tolerance, and tactical/
strategic blending
