Brookline Investments, Inc.

Brookline Investments, Inc. is an Investment Advisory Firm based in Birmingham, Alabama, established in 1999. The firm provides investment advice to individuals, trusts, estates, pension and profit-sharing plans, pooled investment vehicles, and other entities. They manage clients' assets through separately managed accounts, focusing on wealth preservation strategies, estate planning, and alternative investments. Brookline emphasizes a consultative approach, tailoring investment strategies to individual client goals and risk tolerance. The firm exercises investment discretion in line with client objectives and may work with sub-advisers to implement suitable strategies. Their annual fee for separately managed accounts ranges from 1.00% to 1.75%. Brookline also sponsors and manages pooled investment vehicles through LLCs, offering investment opportunities to accredited investors. The firm follows a Code of Ethics to ensure high ethical standards and discloses potential conflicts of interest. Brookline does not compensate for client referrals and does not maintain physical custody of client assets. They provide periodic client reviews, quarterly reports, and offer voting services for client securities. The firm does not have any financial conditions that would impair meeting contractual obligations.