2219 Rimland Dr, Ste 301

Bellingham, WA, 98226

​Main Office: (360) 778-2340

24-Hour Line: (360) 410-1609

​tim@brockmancapital.com

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© 2017 Brockman Capital Management, LLC

See our Disclosures page for more information.

PRO Portfolios

Professionally Managed Portfolios

A Note About Our Portfolios

The Pro Advisory Portfolios are professionally managed exclusively by Brockman Capital Management. Each portfolio offers a specific investing style, objective and risk tolerance, designed to fit the individual preferences and life stages of investors. Our clients can choose from the managed portfolios that best fit their core investing style and retirement goals, or choose all four. We build and manage these portfolios in-house with no proprietary funds or conflicts of interest, not available anywhere else - offered only to clients of our investment firm.

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The Income PRO Advisory Portfolio provides guaranteed income through a fixed or variable annuity as part of a complete retirement plan. Annuities have a specialty income-distribution system that provides lifetime income while also offering the potential for growth through asset allocation. We manage the underlying investments while the income benefit grows at a guaranteed rate, which can be a powerful combination that gives the security a retirement plan needs.

A lifetime income advisory portfolio

IncomePRO

Basecamp Camp 2 Portfolio

The Tactical Allocation Advisory Portfolio is built with a distinct balance of risk and potential return. The more aggressive portfolios focus on long-term growth, while the more conservative portfolios emphasize curent income and capital preservation. Asset allocations reflect the global diversification and discipline central to successful investing and holdings are custom-tailored to fit each client's risk tolerance. This portfolio is professionally managed, rebalanced quarterly and trades are commission free.

An asset allocation advisory portfolio

Tactical AllocationPRO

Basecamp Camp 3 Portfolio

The Stock PRO Advisory Portfolio is an active portfolio of individual stocks that are chosen based on both fundamental and technical analysis, in a broad range of sectors. Stocks that demonstrate high growth potential and priced at a good value give this portfolio a focused composition of market leaders. Stock PRO fits an investor who enjoys owning individual stocks and prefers a portfolio to be actively managed with the goal of higher growth. Holdings are rebalanced as market conditions change.

An active stock advisory portfolio

StockPRO

Basecamp Camp 4 Portfolio

The Options PRO Advisory Portfolio is an active trading portfolio of stock, ETF and index options. The portfolio seeks high growth from a variety of strategies, including calls, puts, LEAPS, credit and debit spreads, iron condors, calendar and diagonal spreads, and others. Due to the high volatility of options, they are not right for every investor. There is a monthly subscription fee to participate in the options portfolio and other minimums and approvals are required.

An options Trading advisory portfolio

OptionsPRO