As most of our clients will recall, Brookstone Capital Management
LLC is the registered investment advisory firm in the Chicago area where we hold our securities licenses. They are a key strategic partner of ours, fulfilling numerous important regulatory, back office and compliance functions for us. Brookstone has recently sold an equity interest to a Florida-based company called AmeriLife. SEC regulations require that all of our clients be notified of this material change in ownership at Brookstone Capital Management, LLC.
This capital investment by AmeriLife will have no impact on the day to day operations of Brookstone Capital Management, and should serve to enhance the services Brookstone provides to us. As such, we are excited about this change. And importantly, this change at Brookstone will have absolutely no impact on the ownership or day to day operations here at KC Financial Advisors. Watch for that letter in your mailbox this week, and call us with any questions!