Fact Sheets for brookstone advisors

Returns as of 10/31/25

CategoryStrategyOct 2025YTD 20251 Year3 Year*5 Year*10 Year*
AlternativesAlpha Seeker-1.0%1.7%-1.2%-3.8%0.2%3.8%
Model PortfoliosLegacy Navigator2.4%23.8%24.7%12.1%7.2%-
Risk Managed EquitiesEmg Mkts Smart Index3.1%30.7%22.7%12.5%0.7%-
Risk Managed EquitiesTactical Beta2.0%15.3%17.2%14.9%10.3%-
Risk Managed EquitiesTactical Q4.2%21.1%25.9%23.1%11.6%-

*Figures over 1 year are annualized. Legacy Navigator net of 1.50% management fee. All other strategies net of 1.95% management fee. Alpha Seeker and Risk Managed Equities strategies returns are also available in the Morningstar Direct database.

TCM claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented these reports in compliance with the GIPS standards. TCM has been independently verified for the periods April 1, 2019 through December 31, 2024. The verification report is available upon request.  GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. View annual GIPS Reports

 

Thompson Capital Management is a registered investment adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.