CXO
CXO
Aug 5, 2021
E10: Brookstone Capital Management. Perspectives From The Fastest Growing RIA in the Country ft. Dean Zayed
Play • 25 min

The fastest-growing RIA in the country according to Financial Advisor Magazine’s 2021 Rankings, is Brookstone Capital Management. What’s behind their unrivaled growth and success? This week we raise a glass to Brookstone’s Founder and CEO Dean Zayed.

Hear Dean's views on his:

  • Background as an estate-planning lawyer and journey of crossing over into finance to build an award-winning business
  • Perspectives on advisor trends and what it means to wear the fiduciary duty on his sleeve, and how Brookstone seeks to innovate on investment solutions while still meeting the long-term goals of its clients 
  • Approach to alternative investments, such as structured solutions, and the potential role they may play in long-term portfolios 

Follow Brookstone Capital Management: Twitter, LinkedIn

Follow Dean Zayed: Twitter, LinkedIn

Follow CAIS: LinkedIn, Twitter, Facebook

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