Brookstone Partners Launches Brookstone Partners Asset Management
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"Sleep at night" approach designed to limit downside risk while offering
potential for strong upside returns
NEW YORK, June 1 /PRNewswire/ -- Brookstone Partners, a private equity firm
specializing in the middle-market, today announced the launch of Brookstone
Partners Asset Management, an independently operated investment advisory group
dedicated to providing advice designed to limit risk and earn above-market
returns for investors in the long term. In conjunction with the launch,
Michael Toporek was named Chief Investment Officer of Brookstone Partners
Asset Management.
Brookstone Partners Asset Management employs a "sleep at night" approach to
investing and asset allocation designed to address concerns about the current
challenging investment climate. The strategy seeks to limit downside risk,
maintain liquidity and exceed market index returns over the long term.
A Brookstone Partners Asset Management Balanced Portfolio has the following
components:
-- A Cornerstone Fixed Income Program focused on high grade corporate,
government and municipal bonds;
-- A Risk Controlled Equity (RiCE) Program - a "sleep at night
indexing" product that seeks to match an annualized rise of up to
30% in the S&P 500 while limiting the downside of a drop in the
S&P 500 to a potential loss targeted at 15%;
-- An Alternative Asset Program composed of private equity, venture
capital, mezzanine, real estate, hedge funds and other alternative
investments representing 5% to 15% of assets.
Every asset allocation program is thoughtfully and highly customized to an
individual's financial profile, individual goals and risk tolerance. To
execute its strategy, the firm uses a managed account program for each client.
"At Brookstone Partners Asset Management, we believe that markets are
efficient in the long term but that every five years or so we undergo periods
of either extreme over-valuation (bubbles), or under-valuation (panics) such
as we are experiencing today," said Mr. Toporek. "Our goal at Brookstone is to
limit our investors' downside potential during these market fluctuations and
provide a less volatile path to exceed market returns over time."
"A simple 50/50 allocation of the Brookstone Risk Controlled Equity program
and our Cornerstone Fixed Income program with our 'sleep at night' approach
can yield half the volatility and higher returns than an S&P 500 and bond
portfolio," added Mr. Toporek. "Additionally, diversification depends on what
you own, not how many different things you invest in. Diversification must be
done carefully and can be accomplished with three to five asset classes.
Simply owning 20 to 30 funds and ETF's can provide a false sense of
diversification."
About Brookstone Partners Asset Management
Brookstone Partners Asset Management is an investment advisory group dedicated
to limiting risk, maintaining liquidity and exceeding market returns for
investors in the long term. Portfolios are constructed to control risk and are
composed of a Cornerstone Fixed Income Program, a Risk Controlled Equity
Program (RiCE) designed to match the S&P 500's annual returns with limited
downside risk, and an Alternative Asset Program composed of private equity,
venture capital, mezzanine, real estate, hedge funds and other alternative
investments. For more about Brookstone Partners Asset Management, visit
www.BrookstonePAM.com.
Brookstone Partners Asset Management provides investment advisory services
through Partnervest Advisory Services, LLC, www.partnervest.com, an investment
advisor registered with the Securities and Exchange Commission. Fees
associated with the RiCE and Cornerstone products will vary by investor based
on each investor's assets with Brookstone Partners Asset Management and within
each respective product account. Material economic events or conditions will
have positive or negative impacts on the performance of both Cornerstone and
RiCE accounts. While RiCE accounts seek to limit losses to 15% when
components are held to maturity, the market value of a RiCE account can from
time to time and have mark-to-market losses in excess of 15%. The RiCE and
Cornerstone account model performance shown includes the value of
re-investment of interest and dividends from prior periods. Consider the
investment objectives, risks and charges and expenses of the Brookstone
Partners Asset Management managed account investment programs carefully before
investing. Past performance is not indicative of future returns and there is
a risk of loss of principal. For this and other information about Brookstone
Partners Asset Management investment programs, please contact Brookstone
Partners Asset Management at (212) 302-7667, on the internet at
www.BrookstonePAM.com or by mail to Brookstone Partners Asset Management, 317
Madison Avenue, Suite 405, New York, NY 10017.
SOURCE Brookstone Partners
Saskia Sidenfaden, Financial Relations Board/MWW Group, +1-212-827-3771,
ssidenfaden@mww.com
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