Brookside Capital Group LLC

Brookside Capital Group provides ongoing portfolio management to individual and high-net-worth clients, preparing an Investment Policy Statement for each household and advising across commonly used vehicles such as mutual funds, ETFs, equities, fixed income, REITs, and annuities. Clients receive tailored plans and periodic monitoring with custodial account statements and separate written reports at least quarterly.

The firm’s investment process combines fundamental, quantitative, technical, and modern portfolio-theory approaches with a long-term trading orientation, and allocations are adjusted to each client’s goals and documented risk tolerance. For select aggressive clients it may allocate a small satellite position (typically 1–5%) to regulated digital-asset exchange-traded funds, generally favoring placement in tax-advantaged accounts and explicitly not recommending direct cryptocurrency ownership.

Distinctive aspects compared with many peers include that all reported assets are managed on a primarily non-discretionary basis (the brochure lists $0 discretionary and $800,000 non-discretionary), so the firm secures client approval before placing trades. The firm discloses that a principal is also a licensed insurance agent who may receive commissions for insurance product sales (a noted conflict of interest) and that the principal has other non-investment business activities consuming roughly fifteen hours per week.