Professional Support
Dedicated resources for compliance, OCIO, performance improvement, and administrative relief, so you can concentrate on growing your financial advisory.
Elevate Your Financial Advisory with Brookwood's Comprehensive Services
As an atypical RIA, Brookwood provides high-touch services to help entrepreneurial financial advisors grow a more robust practice. Our personalized approach offers the support, tools, and guidance you need to navigate the complexities of the financial landscape. Focus on what matters most—building strong client relationships and expanding your business—while we take care of the rest.
Streamline Your Operations
Let us handle compliance headaches and administrative tasks. With our professional support services, you can shift your focus to engaging clients and driving strategic growth for your practice.
Unlock Your Personal Potential
Refine your skills and elevate your practice with personalized performance coaching and tailored support. Achieve your personal and professional goals with our expert guidance every step of the way.
Grow Your Advisory Business
Leverage Brookwood’s comprehensive support to dedicate more time to building client relationships. Strengthen these connections to effectively expand your business and reach new heights.
Achieve Compliance Excellence with Brookwood’s Support
Brookwood offers comprehensive compliance services to ensure your financial advisory meets all regulatory requirements smoothly. Our expert team, including dedicated compliance attorneys, helps you navigate every compliance complexity, so you can focus on growing your business confidently.
Complete Compliance Management
We provide end-to-end compliance management, handling all regulatory requirements so you can focus on client relationships and business growth.
Custom Compliance Strategies
Our team creates compliance strategies tailored to your specific needs, ensuring your practice stays ahead of changing regulations and requirements.
Streamlined Compliance Processes
We simplify compliance processes, reducing admin burdens and making it easy to maintain compliance standards while focusing on your core activities.
Thorough Compliance Documentation
Brookwood provides thorough compliance documentation, keeping all records meticulously maintained and accessible for audits and reviews.
Elevate Your Strategy with Brookwood’s OCIO Solutions
Brookwood’s Outsourced Chief Investment Officer (OCIO) solutions offer the strategic guidance and expertise to elevate your high-end investment management practice. Our experienced team provides support to optimize your largest clients’ strategies, aiming for superior performance and long-term growth.
Strategic Investment Management
Our OCIO solutions provide custom strategic investment management, helping you develop and implement strategies that drive performance and growth.
Serious Fixed Income Expertise
Brookwood's OCIO team includes fixed income experts, offering specialized knowledge and strategies to enhance your portfolio and achieve consistent returns.
Comprehensive Portfolio Oversight
We offer comprehensive portfolio oversight, ensuring your investments are effectively managed, so you can focus on other key areas of your practice.
Operational Efficiency and Scalability
Our OCIO solutions improve operational efficiency and scalability, enabling you to manage larger portfolios and grow your business without sacrificing performance.
Unlock Your Potential with Personal Coaching
Brookwood’s dedicated professional coaching helps entrepreneurial financial advisors refine skills, enhance their practice, and achieve personal goals. Our personalized coaching unlocks your potential and drives long-term success. We focus on client engagement, business development, and leadership skills, providing the tools and strategies you need to excel. Our coaching combines industry insights, proven methodologies, and regular feedback to keep you improving and competitive.
Expert Coaching and Guidance
We provide executive coaching tailored for financial advisors, offering expert guidance and strategies to improve client engagement, business development, and leadership skills.
Customized Growth Plans
We develop personalized growth plans with clear steps and measurable goals. Regular reviews help you stay on track, tackling challenges, and achieving continuous growth.
Free Your Time with Reliable Administrative Support
When you make Brookwood your RIA partner, you'll receive comprehensive administrative support, freeing you to focus on building strong client relationships and growing your business. Our team manages tasks like scheduling, client communication, document management, and compliance tracking.
By taking these time-consuming responsibilities off your plate, we allow you to concentrate on strategic growth and client engagement. With Brookwood's reliable administrative support, you can enhance productivity, streamline operations, and ensure your practice runs smoothly.
Streamline your administrative tasks
Free up time for client relationships
Ensure compliance and accurate documentation
A Simple Plan to Grow Your Financial Advisory
Ready to start making something big happen? Ready to embrace tomorrow, and to start building a bigger, better financial advisory today? Brookwood is dedicated to helping you be successful, even in the midst of rapid change. Work with us to shift your business into high gear. You can do it in three simple steps.
Join Brookwood
The first step is easy. Start a conversation. Tell us about your needs and goals. We'll set you up with everything you need, and we'll work with you to develop a plan designed for success on your terms.
Use Brookwood
We’ll provide everything you need to step out from the crowd, build better relationships, and grow. Access advanced resources, personalized support, and a close community of entrepreneurial financial advisors.
Grow Your Business
Realize your advisory's full potential. Build great client relationships. Earn more of them. Succeed on your terms. We'll work hard to ensure your success is sustainable and rugged enough for the long haul.
Success Stories
Brookwood provides the resources and support I need to focus on growing my business and serving my clients (instead of getting stuck on all the "other" stuff). It's an independent and entrepreneurial platform without all the red tape that many organizations have.
Ross Atefi
Yatra Wealth Design
Brookwood’s resources have helped me focus on building my business while offering a succession plan for my clients after 42 years.
Steve Schippel
Schippel Consulting
At Brookwood, I've found true autonomy to shape my practice, backed by compliance that actually supports my growth instead of hindering it. The team's unwavering support has been crucial in building my unique advisory business.
Cassie Kang
CK Wealth Management
Brookwood feels like a true partner the way they approach relationships with their advisors. The support, resources and guidance I receive from them allows me to focus on providing the best service to my clients as I possibly can.
Zachary Jones
Dovetail Capital Management
Tools. Technology. Strategies. Support.
Discover how Brookwood’s innovative RIA approach can transform your financial advisory career.
FAQs
Discover answers to frequently asked questions about Brookwood's high-touch services.
As an atypical RIA, Brookwood provides a range of high-touch professional support services, including compliance management, Outsourced Chief Investment Officer (OCIO) solutions, performance coaching, and administrative support. These services are designed to help entrepreneurial financial advisors streamline operations, enhance client engagement, and focus on growing their businesses.
Brookwood’s professional support services are designed to enhance operational efficiency and scalability. By streamlining processes and managing administrative burdens, we help financial advisors efficiently handle larger portfolios and focus on strategic growth without compromising service quality.
Brookwood offers comprehensive compliance management services, handling all aspects of regulatory adherence to ensure your advisory practice meets all requirements. Our dedicated compliance attorneys provide customized strategies, streamlined processes, and thorough documentation, allowing you to focus on client relationships and business growth with confidence.
Yes, Brookwood’s compliance services are tailored to meet the specific needs of each advisor. Our team develops customized compliance strategies and processes that align with your practice's unique requirements, helping you stay ahead of regulatory changes and maintain compliance excellence.
Brookwood’s Outsourced Chief Investment Officer (OCIO) solutions provide strategic guidance and expertise to enhance your investment management practice. Our OCIO team offers tailored investment strategies, fixed income expertise, comprehensive portfolio oversight, and operational efficiency to help you manage larger portfolios and achieve superior performance.
We're unique among RIAs with our dedicated performance coaching services. Brookwood’s professional coaches offer personalized guidance to help financial advisors refine their skills, enhance client engagement, and achieve business development goals. Our coaching services include customized growth plans, expert advice, and regular feedback, ensuring continuous improvement and long-term success.
Brookwood offers comprehensive administrative support to handle a variety of tasks, including scheduling, client communication, document management, and compliance tracking. Our support services free up your time, allowing you to focus on building strong client relationships and growing your business.
Brookwood’s administrative support helps financial advisors streamline their operations by managing time-consuming tasks. When you make Brookwood your RIA partner, you'll be able to focus more on strategic growth and client engagement, enhancing productivity and ensuring your practice runs smoothly and efficiently.
To start using Brookwood’s professional support services, contact us for a personalized consultation. Our team will work with you to understand your needs and provide the support, tools, and guidance necessary to elevate your practice and achieve your goals.