Clients

With 30 years of experience, Clearbrook boasts deep and varied expertise in serving the nonprofit sector.

Roughly half of our client base includes nonprofits of various types, including endowments, private foundations, religious organizations, and other 501(c)(3) entities.We understand the unique investment challenge of foundations and endowments—to meet spending requirements while maintaining the purchasing power of the portfolio. Our customized approach to developing investment programs balances the use of traditional and alternative investments and factors in the demands of an institution’s spending policy, cash flow needs, and operating budget. We carefully tailor investment solutions to the particular needs of each nonprofit organization and stay at the forefront of industry trends. We assist clients in balancing the desire to avoid excessive risk and the need to earn competitive returns.
Our experience in consulting to nonprofit organizations includes:

  • Identifying objectives and development of spending and investment policies
  • Strategic asset allocation
  • Tactical / opportunistic investment strategies
  • Investment manager research and searches (traditional and alternative assets)
  • Performance analysis and attribution for total portfolio, individual asset classes, and managers
  • Vendor review and searches
  • Thought leadership and ongoing education of investment committee and staff