Advisory

Trusted advisory consulting to institutional investors
As a leading, full-service investment consulting firm, Clearbrook has provided advisory consulting services to institutional investors for over 30 years. With expertise in both traditional and alternative investments and an investment philosophy centered on customization and risk management, we develop programs tailored to client goals, spending needs, and return expectations. In an advisory arrangement, we serve as an active partner to the staff and committee, providing insights and advice to help them prudently oversee their portfolio.

We assist with every aspect of institutional investing, from strategy, structure, and implementation to ongoing portfolio management. Our level of involvement is based on client input, which allows our clients to benefit from our experience and thought leadership in the way that best works for them.The graphic below summarizes the components of a full-service advisory relationship.