Smart Alpha AI Transforming Wealth Management

Artificial Intelligence to manage investments

With assistance of AI, Brookwood has developed a proprietary, dedicated alpha strategy that aims to

outperform benchmarks while also controlling total risk through high

conviction positioning.

Industries currently using AI

Artificial intelligence (AI) is used in many industries, including healthcare, manufacturing, retail, finance, agriculture and education.

How AI assists Asset Management Professionals

Our Chief Investment Office Chris Coolidge manages active investment models that utilize artificial intelligence to efficiently position assets based on a strategic structure.

10 Strategies

Additional Information

Brookwood has combined best-in-class solutions that deliver a customized portfolio suitable for all client sizes and risk tolerances. Strategic weights are broken into two sleeves, Equity and Fixed Income, and are utilized within a framework of five (5) risk tolerances ranging from Conservative to Aggressive.

•The strategic weights are rebalanced periodically. •To deliver these bespoke solutions, we partnered with Nextfolio and Turing Technology to employ a proprietary value proposition for equity allocations. •For fixed income, the top-ranked, award-winning team designs high conviction portfolios around the current economic and business cycles.

Request More Information

Investment minimums start at $10,000. Please contact our investment advisor representatives to discuss how Smart Alpha Strategis may fit in your invetment allocation.

Find out more

Frequently Asked Questions

Please reach us at joe.ward@brookwoodinvestmentgroup.com if you cannot find an answer to your question.

How do we get started?

We start all accounts with a discovery call. Our goal is to establish a plan that coincides with your risk tolerance and investment time horizon.

Do I have to call my current advisor to transfer my current account?

If you decide to open a new account with Brookwood we can generally request assets be transferred. Generally for 401(k) rollovers the participant must initiate the transfer of funds. Either way our professionals will assist you every step of the way.

Am I going to owe taxes for switching?

Qualified plan rollovers generally are not taxable unless there is a distribution to the account holder. Though liquidating non-retirement accounts will encounter capital gain or losses. Assets transferred in kind will not encounter a taxable event until liquidated.

Disclosures

Brookwood Investment Advisory

Brookwood is headquartered at 3930 E. Ray Road, Suite 155, Phoenix AZ 85044. It is important to read our disclosures available at this link: https://brookwoodinvestmentgroup.com/disclosures/. Advisory Investments contain risk which may result in the loss of principal.

Insurance Related Recommendations

Our representatives are licensed insurance agents with affiliated or non-affiliated companies. In this role, they may recommend certain insurance-related products for which they may receive compensation via direct commissions. This creates a potential conflict of interest, as the commission earned could influence their recommendations. It is crucial that you review your representative's Brochure Supplement to understand any potential conflicts.

You are under no obligation to purchase any commission-based products from our representatives. You are free to purchase insurance-related products recommended by our representatives through other, non-affiliated representatives and/or companies.

Tax and Law

Our advisors do not give legal or tax advice. You should always consult with a licensed professional in these areas concerning your financial plan. Our professionals may provide referrals but do not practice law nor prepare tax documents.