Innovative Investment Strategies
Game-changing investment strategies and expertise, available right at your fingertips.
Exclusive Cutting-Edge Investment Strategies
Brookwood financial advisors and their clients enjoy exclusive access to innovative investment strategies designed to meet diverse needs and enhance portfolio potential. Our offerings include AI-driven strategies, best in class in risk-adjusted models, and a deep well of fixed income expertise, all of which work together to help you make smarter, more proactive investment decisions. With Brookwood’s cutting-edge strategies, you can craft personalized portfolios that realistically aim to exceed your clients' financial goals.
Join our community and elevate your advisory practice with our state-of-the-art strategies.
Our Carefully Curated Strategies Enhance Potential Returns
As a tech-forward RIA, Brookwood offers a range of innovative investment strategies you won’t find anywhere else. These strategies are designed to align closely with your clients' goals and to enhance your clients' growth potential. Use Brookwood’s carefully selected offerings to deliver unique opportunities for your clients.
Innovative AI-Driven Active Strategies
Utilize AI-driven strategies that deeply analyze great masses of real-time data to uncover unique market opportunities and maximize portfolio performance.
Unique Fixed Income Expertise
Leverage our fixed income expertise to optimize yields and manage risk. Meet your clients' income and stability needs with precision and care.
Exclusive "Smart Alpha" Strategies
Smart Alpha combines AI and fixed income strategies to create custom portfolios tailored to client risk profiles, ensuring balanced growth and stability.
Seize the Future with AI-Driven Active Investment Strategies
Brookwood offers financial advisors a robust suite of AI-driven investment strategies across a variety of style boxes and asset classes. Our use of advanced artificial intelligence reveals the real-time holdings and weights of any active US equity fund. Analyzing this data provides advisors with actionable insights into where top managers are investing, illuminating unique market opportunities. With Brookwood's AI-driven strategies, you can stay ahead of market trends and deliver exceptional value to your clients.
Based in Real-Time Holdings & Weights Data
Advanced AI reveals the real-time holdings and weights of any active US fund. Strategies are crafted based on the trading patterns of top active managers, providing insights you can leverage for better client outcomes.
Leverages Advanced Machine Learning Techniques
Using predictive analytics and advanced machine learning, our technology forecasts market trends and uncovers unique opportunities, offering a forward-looking perspective to enhance your investment decisions.
Consensus "Best Bets" from the Best Active Managers
Our technology illuminates consensus "best bets" from leading active managers.. These insights guide you in delivering strategies that are closely aligned with emerging market trends, helping you stay ahead.
Innovative AI-Driven Strategies for a Variety of Style Boxes
Our AI-driven strategies cover asset classes from small to large cap and investment styles from growth to value. This breadth ensures you have diversified options to tailor portfolios that meet your clients' specific needs and objectives.
Build Tactical Portfolios with Brookwood Fixed Income
Leverage Brookwood's extensive fixed income expertise to build tactical, time-tested portfolios for your clients. Our RIA's deep knowledge of fixed income markets allows us to provide unique insights and value-oriented strategies. With a proven track record, we help you deliver dependable income and growth potential. Partner with Brookwood to create balanced portfolios that align with your clients' financial goals and stand the test of time.
Unique institutional expertise in fixed income
Value-oriented approach
Effective capital preservation
Optimize Your Portfolio with Smart Alpha
Brookwood's Smart Alpha strategies combine groundbreaking AI with our unique fixed income expertise to create custom portfolios for various client risk profiles. This approach uses AI to refine equity selections while applying expert-driven fixed income strategies, resulting in balanced and adaptive portfolios. Smart Alpha delivers a blend of growth and stability, tailored to individual client needs and market conditions. Experience the synergy of AI and market expertise with Brookwood’s Smart Alpha strategies for optimal investment outcomes.
Unlock the Power of Brookwood's Online Model Marketplace
Brookwood's model marketplace gives financial advisors access to a wide range of curated investment strategies. Our platform features diverse portfolios designed to meet different client needs and goals. By using our marketplace, advisors can build personalized, scalable investment solutions that enhance growth and client satisfaction. Benefit from advanced technology and expert-driven strategies, all crafted to empower your advisory practice.
Diverse Investment Options
Access a wide range of portfolios, tailored to meet diverse client needs and varied investment goals effectively.
Advanced Customization Tools
Leverage powerful filters and search functionalities to personalize, compare, and optimize client portfolios seamlessly.
Rigorous Due Diligence
Every strategy undergoes thorough evaluation to ensure consistent performance and reliable investment management.
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
High-Potential Strategies that No One Else Has.
FAQs
Find answers to frequently asked questions about our innovative investment strategies.
Brookwood offers a variety of innovative investment strategies, including AI-driven active strategies, fixed income expertise, and exclusive "Smart Alpha" strategies. These strategies are designed to enhance portfolio potential, optimize risk-adjusted returns, and meet diverse client needs.
All Brookwood investment strategies undergo rigorous due diligence and thorough evaluation to ensure consistent performance and reliable investment management. Our commitment to quality ensures that Brookwood advisors can trust the strategies they implement for their clients.
When you make Brookwood your RIA partner, you'll gain access to exclusive, cutting-edge investment strategies that leverage advanced AI and market expertise. These strategies are designed to help you stay ahead of market trends, optimize investment decisions, and deliver exceptional value to your clients.
Our AI-driven strategies utilize advanced artificial intelligence and machine learning techniques to analyze large amounts of real-time data. This technology uncovers unique market opportunities and predicts market trends, helping advisors make smarter, more proactive investment decisions for their clients.
Brookwood’s AI technology provides insights into real-time holdings and weights of active US equity funds, revealing where top managers are investing. This data helps advisors understand consensus "best bets" and craft strategies aligned with emerging market trends, delivering better outcomes for clients.
Brookwood’s AI-driven strategies cover a wide range of asset classes, from small to large cap, and investment styles, from growth to value. This breadth provides diversified options for building tailored portfolios that meet specific client objectives.
Brookwood’s fixed income expertise allows advisors to optimize yields and manage risk effectively. Our value-oriented approach provides dependable income and capital preservation, helping you meet your clients' income and stability needs with precision and care.
"Smart Alpha" strategies combine Brookwood’s advanced AI technology with our fixed income expertise to create custom portfolios tailored to various client risk profiles. This balanced approach integrates growth and stability, helping advisors deliver optimal investment outcomes for their clients.
Yes, Brookwood’s strategies are highly customizable. Our AI-driven strategies cover a variety of style boxes and asset classes, from small to large cap and growth to value. This range ensures that Brookwood advisors can tailor portfolios to meet their clients' specific needs and objectives.
Brookwood's online model marketplace offers financial advisors access to a wide range of curated investment strategies. The platform includes diverse portfolios designed to meet different client needs and goals, providing advanced customization tools to optimize and personalize client portfolios.
Making Brookwood your RIA partner is easy. Simply reach out to us for a personalized consultation, and our team will guide you through the onboarding process, customize your setup, and provide all the tools and support you need to grow your advisory business.