Our Unique Advantage

The Four Cornerstones of Our Success

Every investment advisor and consultant says they are different. Clearbrook is. We’ve built our business on four cornerstones that align our success with that of our clients.

CUSTOMIZED INVESTMENT SOLUTIONS

Your mission, investment objectives and attitudes toward risk aren’t “off the shelf.” Your investment program shouldn’t be either. Clearbrook doesn’t re-purpose portfolio models developed for someone else, or limit investment managers to a pre-approved list. Our experience with alternative asset classes and markets, and in finding the best under-the-radar managers, enables us to go beyond the conventional to build a diversified solution tailored for your needs.

DEEP, DIVERSE EXPERIENCE

Clearbrook has broad, deep experience across traditional and alternative asset classes, and all major global markets. We’ve also been on all sides of the investment relationship–as traders, asset and portfolio managers, plan sponsors and institutional investment consultants. We have the experience-based knowledge and perspective to deliver the right solution.


FORWARD THINKING TEAM

We know that the best ideas and solutions come from the collective wisdom of an experienced, integrated team. Clearbrook’s collaborative culture and business processes encourage sharing of information and ideas, bringing together creative minds with deep, diverse market and asset class experience to develop customized solutions for every client.

A FOCUS ON RISK

We focus on absolute risk, using diversification, hedging and other strategies to minimize systemic, non-systemic and co-variant risk at every step in the investment process, and at the holdings, investment manager, and portfolio levels.