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Brookwood Advisors primarily operates as a fee-based advisor which is bound by fiduciary responsibility.  A thorough understanding of fundamental research and value investing constitutes the core of our investment selection process.  Risk management is the underlying principal for all recommendations substantiated with continual analysis of economic and quantitative data for each client’s portfolio.

We specialize in the management of US equity and domestic investment grade fixed income.  This can be in the form of individual stocks, ETF’s, mutual funds and individual bonds.

*Rebalancing a portfolio may cause investors to incur tax liabilities and / or transaction costs and does not assure a profit or protect against loss.

No strategy assures success or guarantees against loss. Investing involves risk including possible loss of principal.

Securities offered through LPL Financial, member FINRA / SIPC Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Private Advisor Group and Brookwood Advisors are separate entities from LPL Financial The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, CO, NC, WA, NY, TX, FL

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