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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-17-2024
- Office Locations
- 1
Office Locations
About Brookside Strategy AND Consulting
Brookside Strategy and Consulting (led by David M. Ward, CFA, MBA) provides portfolio construction and ongoing asset management for individuals, families, and business owners. The firm pairs investment strategy with retirement/succession planning, multigenerational planning, and risk & insurance assessment. Portfolios are built with an analytics-driven, downside-aware approach, using tools such as RiskAlyze, eMoney, HiddenLevers, and Envestnet to monitor risk and stress-test scenarios.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
DAVID MICHAEL WARD
ADVISOR, Chief Compliance Officer, Owner
- CRD
- #1555648
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,000,000 | $1,466,667 |
| Non-Discretionary | $0 | $70,000 |
| Total | $23,000,000 | $1,379,375 |
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Separately Managed Accounts
Total SMA Asset: $23,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,304,524,546 | 20.9% |
| Municipal Bonds | $1,242,107,104 | 19.9% |
| Public Funds | $1,129,755,708 | 18.1% |
| U.S. Government/Agency | $543,031,749 | 8.7% |
| Corporate - Investment Grade | $1,323,249,779 | 21.2% |
| Cash | $699,075,355 | 11.2% |
| Total | $6,241,744,241 | 100.0% |