Clearbrook works to build meaningful partnerships with all of our clients that extend beyond traditional investment advice. For mission-driven and non-profit organizations, we seek to facilitate a strong connection between our organization and our clients’ work in the community. Clearbrook assists our non-profit clients with guidance on capital campaigns, staff and trustee education, and volunteerism. For educational institutions, Clearbrook offers opportunities for student internships, as well as guest lecturers for a school’s finance or MBA programs.
The C.A.R.E. Program (Community Action and Reachout with Employees) is one of the ways Clearbrook connects with our clients on-the-ground. One day each quarter, Clearbrook employees volunteer their time serving one of our non-profit clients. This allows our team to take part in very self-fulfilling work for a good cause, while providing service to our non-profit clients in a way that directly benefits their mission.