PLAN : INVEST: PROTECT

Brooke Forest Capital LLC is the outgrowth of a private family investment trust started in 1998. After years of successfully managing family money, we were convinced (in some cases begged) to offer investment advisory services to the public.

 

Our business operates on 3 simple principles:

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1) You're important. It's all about what's most important to you, our client - your family, your business, your money. we don't lose sight of the fact that every dollar counts, because you worked hard to get it. we treat your family, like our family. 

 

2) Custom Built. You're unique. Your family is unique. We have an established process that creates a custom strategy specific to your needs. Whether you're planning for retirement, saving for college, or trying to protect the financial future of the ones you care for the most, our solution is tailored to you. 

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3) Partnership. We partner with you and your other financial professionals to make sure the plan we build stays on track. Our job is to monitor progress, discuss options, and work together to manage an all-star team of products/services to derive amazing outcomes.