An initial discussion may be offered to understand objectives, risk tolerance, and suitability before any engagement.
Fees are determined based on the scope of services and disclosed transparently prior to engagement.
Client data is handled using established security controls and confidentiality standards.
Brooksfield Capital works with individuals, families, and institutions seeking disciplined capital oversight.
Discretionary services may be offered subject to mandate terms, regulatory requirements, and client approval.
Risk management incorporates diversification, allocation limits, and continuous portfolio monitoring.
No investment outcomes are guaranteed, and all investments carry inherent risk.
Portfolios are reviewed periodically and adjusted as market conditions or objectives evolve.
Clients receive structured reports covering performance, allocation, and relevant risk metrics.
Services are delivered in accordance with applicable fiduciary and regulatory obligations.