Invest Smarter with Brookwood

 Led by Chris Coolidge, CFA, Brookwood Investment Group provides institutional wealth management utilizing a modern 50/30/20 portfolio framework. The team combines 25 years of multi-billion-dollar experience with advanced AI technology and liquid alternatives. Operating under a fiduciary standard, they deliver sophisticated, human-centric diversification beyond the traditional 60/40 model 

A customized portfolio anchors you during market storms by aligning investments with your unique risk tolerance and goals. By combining targeted diversification with automated guardrails, it neutralizes volatility and eliminates the emotional panic of downturns. This personalized approach gives you the confidence to stay invested and achieve long-term financial success. 

Smart Alpha strategies blend artificial intelligence with expert macroeconomic research to optimize portfolios. By combining high-conviction individual stocks for growth with diversified ETFs and fixed income for stability, the strategy aims to outperform standard benchmarks. Available across five distinct risk profiles from Conservative to Aggressive, this flexible approach customizes asset allocations to balance downside protection with maximum growth potential based on individual client goals. 

 Dynamic Liquid Alternative strategy elevates high-net-worth portfolios beyond traditional 60/40 models using a resilient 50/30/20 framework. By allocating 20% to low-correlation liquid alternatives—like managed futures and strategic commodities—it minimizes volatility and safeguards capital. This dynamic rotation captures unique upside during inflationary cycles, boosting total returns while maintaining daily liquidity. 

 Enhanced Income strategies maximize portfolio cash flow. The Enhanced Credit Income strategy captures elevated yields by actively managing structured credit and high-yield corporate bonds to limit interest rate risk. Complementing this, the Enhanced Equity Income strategy pairs high-dividend stocks with an active covered call options overlay, converting market volatility into instant premium income. Together, they deliver robust monthly distribution streams and vital downside protection for your wealth. 

 Blending Brookwood’s institutional models with advisor discretion creates a powerful hybrid portfolio. Brookwood provides a disciplined, risk-managed core, while discretionary independent positions allow customized tax management and hyper-personalization. This approach enables advisors to smoothly integrate legacy holdings, pivot into timely niche opportunities, and dynamically layer in specialized hedges, maximizing overall client return potential.