The ecosystem we inhabit is ever changing.

Continuous improvement is mandatory for success.

Please visit these pages to learn more about:


Consulting services for asset owners, asset managers, advisory firms, and other providers.


Training and Coaching options for organizations and individuals who want to further their development.


Content that is focused on the need for continuous improvement across the investment ecosystem. Subscribe to postings.


Tom Brakke, principal and editor of The Investment Ecosystem.


Contact Tom Brakke
Schedule a meeting: LinkedIn
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Email The Investment Ecosystem
4665 Old Kent Road
952.807.4762 Excelsior, MN 55331

Disclosures

The clients and prospective clients of The Investment Ecosystem represent a wide range of participants in the investment markets They include institutional investors and providers of investment management, advice, and services.

Therefore, managing any possible conflicts of interest is of utmost importance. Ultimately, the only safeguards are full disclosure of all potential conflicts, the refusal of business that could lead to problematic situations, and an absolute protection of client identity, ideas, data, and methods.

The success of The Investment Ecosystem rests on trusted relationships and discretion. No questionable engagement, however lucrative financially, is worth the loss of that.

Some services of The Investment Ecosystem may be performed as a registered investment advisor.

This site does not provide investment advice of any kind. If an investment idea is referenced, it is for purposes of illustration and education, not as a recommendation to buy or sell that investment. Any potential conflicts of interest at the time of the posting are disclosed.

More information about the structure of this platform and the use of your information may be found in the privacy policy.