SOURCE: HiddenLevers

HiddenLevers

November 12, 2014 15:10 ET

Brookstone Capital Management Selects HiddenLevers for Portfolio Stress Testing

ATLANTA, GA--(Marketwired - Nov 12, 2014) - Brookstone Capital Management (BCM), a Chicago-based mega RIA, has partnered with HiddenLevers, the premier portfolio stress testing platform for financial advisors, to provide economic scenario research, predictive risk analytics, and next-level stress testing functionality. BCM advisors will use HiddenLevers to engage both clients and prospects on forward-looking economic scenarios, and showcase how their proprietary hedges perform in a variety of economic futures.

"The HiddenLevers team definitely have their fingers on the pulse of innovation," said Dean Zayed, CEO, Brookstone Capital Management. "Their combination of serious risk analytics and image-based output spoke to us from the first demo." 

With momentary volatility spells causing investor overreaction, BCM advisors will use HiddenLevers to expose the futility of investor geo-political concerns, and move to more significant economic scenarios like Adios QE, Commodities Perfect Storm, and Global Deflation. The HiddenLevers platform gives them the ability to visualize economic impact at the portfolio level, show how their hedging strategies mitigate potential downside, and manage expectations on upside returns due to those same hedges being put in place.

"2014 has been a watershed year for our enterprise sales activity, because home offices are craving differentiated tech that can close new business," said Raj Udeshi, Co-founder of HiddenLevers. "With a crystalized feature set and no-nonsense pricing schedule, the HiddenLevers enterprise bundle is well-crafted to deliver just that."

Details of the Deal

BCM will take advantage of HiddenLevers' turnkey API integrations with TD Ameritrade's Veo platform and Orion's reporting platform, making life easier for development teams on both sides of the deal.

"The depth of integrations like Veo and Orion lets enterprise buyers relax -- they know their dev teams are going to be minimally taxed," said Praveen Ghanta, HiddenLevers Co-founder and tech lead. "The breadth of our integrations gives enterprise buyers wiggle room on how to position HiddenLevers in their tech stack. It also makes clear who the advisor-tech heavyweights think is the category leader in portfolio stress testing." 

BCM will be able to curate a buy list for its advisors, and use HiddenLevers custom assets features to pre-populate their unique investment strategies. This hub and spoke dynamic will give the BCM home office flexibility on how tightly they want to control their advisors use of the software.

"HiddenLevers stress testing and portfolio comparison features fit perfectly for the RIA space," said Dean Zayed. "The whole point is showing non-correlation in troubled markets and communicating that to potential customers."

About HiddenLevers
HiddenLevers is quickly becoming the premier portfolio stress testing solution for both portfolio managers and financial advisors everywhere. The cloud-based platform includes a library of macro scenario research, portfolio stress testing, risk profiles for portfolios, automated risk monitoring, and thoughtful client-facing output. HiddenLevers is based in New York City. 

About Brookstone Capital Management 
Founded in 2006, Brookstone Capital Management (BCM) is a SEC Registered Investment Advisor firm providing fee-based asset management services. BCM offers investment management through a select network of independent advisor representatives, offering portfolios that span conservative, moderate, and growth oriented risk tolerances. Founder and CEO Dean Zayed established Brookstone with the singular goal of forging strategic relationships with independent advisors to support all aspects of their fee-based advisory business.

Contact Information

  • Contact:
    DEREK GUBALA
    Brookstone Capital Management
    +1 630 923 8866
    Email Contact

    RAJ UDESHI
    HiddenLevers
    +1 212 292 3147
    Email Contact