Dean Zayed, CEO of Brookstone Capital Management, joined Julie Cooling, Founder and CEO of RIA Channel, at the CAIS Alternative Investment Summit to discuss its turnkey asset management platform (TAMP).
Brookstone partners with financial advisors looking to build their brand and their business by leveraging external resources. Brookstone assists advisors in growing more efficiently through a technology platform that integrates trading, operations, and onboarding new business. Brookstone’s TAMP+ combines a technology solution with a heavy dose of compliance and assists advisors with marketing and lead generation. In addition to the technology platform, Brookstone integrates a human touch.
The platform supports insurance products as well as alternative investments. Brookstone partnered with CAIS to build a $1 billion structured product and structured notes business. Zayed looks forward to expanding the firm’s relationship with CAIS and continuing to be a thought leader in the space.
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