27575 Ferry Road, Suite 101, Warrenville, IL 60555

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Investment Management Services for Illinois

Illinois investment management firm

Wealth Advisors Managing Portfolios for Clients in Wheaton, Naperville, and Throughout the Chicago Area

Whether you have already accumulated a significant amount of wealth or are building your financial security, smart and trusted investment management is an important way to help your assets work for you. With so many options available, however, successfully managing your investments on your own can be a difficult task. Fortunately, an investment management professional can help you make well-informed decisions as you work to achieve your financial goals.

At Brookstone Wealth Strategies, we provide investment management services informed by over 30 years of experience, including on Wall Street. We can help you identify and understand the investment options that make the most sense given your needs and goals, and as fiduciary, fee-based advisors, we are committed to managing your assets in a way that aligns with your best interests.

Our Approach to Investment Management

We recognize that every client has a different reason for seeking investment management services and different goals regarding the future of their assets. For this reason, we take a personal approach to managing your investments based on four central tenets:

  1. Strategize: We start by making sure that we understand the financial goals and needs that are driving your investment. This could mean planning for retirement or your children's education, working toward a major purchase, or simply achieving steady growth in your assets over time. We also seek to understand your risk tolerance so that we can work toward a good balance of assets in your portfolio.
  2. Implement: We put your strategy into action by allocating your investments into different kinds of assets that align with your goals and tolerance for risk. We will keep a close watch on the status of your investments over time and advise you on any changes that can better meet your needs or address your evolving goals.
  3. Preserve: We strive to protect your assets through diversification and avoid assuming risks beyond what you are comfortable with, doing everything in our power to help you remain financially secure throughout fluctuations in the market.
  4. Grow: By taking calculated risks within your tolerance threshold, we work to help you increase your assets to meet your needs and achieve your goals within your desired time frame.

Diversification Among Asset Classes

The key to a solid investment management strategy is the allocation of assets to diversify your portfolio and strike the right balance between preservation and growth depending on your needs and risk tolerance. As we work to develop your strategy, we will consider investments in a variety of asset classes, including:

  • Cash: This includes literal cash on hand, as well as checking accounts, savings accounts, and money market accounts commonly available at a bank or credit union. These assets are relatively liquid, meaning they tend to be the easiest to access in an emergency.
  • Equities: Equity investments involving purchasing ownership in a company, the most common example of which are stocks. The value of equity investments can fluctuate depending on the company's success and trends in the market, and it is often beneficial to diversify among growth and value stocks.
  • Fixed income investments: These often come with lower risk and a more stable value. Fixed annuities can provide a steady source of income, and debt investments like bonds issued by government entities or corporations must be repaid upon maturation.
  • Tangible assets: The value of real estate and physical commodities like gold, jewelry, natural resources, art, and collector's items can also fluctuate with the market, with different kinds of properties offering different levels of risk and growth potential.

Mutual funds are another option, in which you purchase a share of a portfolio of assets from a variety of classes that is managed by a professional. This provides a convenient way to diversify your investments and manage risk without having to make a decision on each individual asset.

Contact a Chicago Area Investment Management Professional

When you work with us, we strive to uphold our duty of care to manage your investments in a way that meets your needs and protects your financial interests. We will create a plan with your goals in mind and execute it to the very best of our abilities. Contact us at 630-741-4491 to get started. We are based in Warrenville, IL, and we serve clients in Naperville, Wheaton, Downers Grove, Aurora, Batavia, DuPage County, Kane County, and throughout the Chicago area, the state of Illinois, and across the United States.

Investing involves risks, including the potential loss of principal. No strategy or product can assure success or protection against loss. Investing in alternative investments (tangible assets) may not be suitable for all investors and may involve special risks such as risk associated with leveraging the investment, potential adverse market forces, regulatory changes, and potential illiquidity. There is no assurance that the investment objective will be attained.

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