Strategic Partners

Institutional Strength. Boutique Service.

We've aligned ourselves with some of the most respected names in the financial industry to bring you world-class resources, technology, and security.

Bryan D. Myers — President, Strategic Asset Management

40+ Years Experience

Our Philosophy

The Best of Both Worlds

By partnering with Brookwood Investment Group and top-tier custodians, we offer the agility and personal attention of a local boutique firm combined with the safety, technology, and investment access of a major institution.

Registered Investment Adviser

Brookwood Investment Group

Brookwood Investment Group provides the compliance framework, technology infrastructure, and back-office support that allows us to focus entirely on serving our clients.

• Institutional-quality investment models
• Advanced technology & reporting
• Rigorous compliance oversight

Asset Custodians

Schwab & Fidelity

We work with Charles Schwab & Co. and Fidelity Investments to hold your assets. These industry giants provide the safety, security, and trade execution you expect.

• Trillions in assets under administration
• SIPC insurance protection
• Secure online access 24/7

Work With Us

Experience the Difference

Institutional resources. Boutique relationships. Fiduciary standard. See what it means to work with a partner who puts you first.

Schedule a Meeting

410-259-1625