Our investment expertise, your strategic advantage
As the investment landscape continues to become more complex, institutions that lack internal resources have developed an increasing need for seamless and unbiased oversight of their investments. In many cases, these institutions decide that in order to best meet their fiduciary obligation, they require an experienced partner to lead them through investment policy decisions and implement those decisions on their behalf. Our discretionary programs are specifically designed for institutional and individual investors seeking diversification and a lower overall fee structure within a fully staffed, actively managed offering. When working in this type of arrangement, Clearbrook typically functions as the outsourced CIO and/or investment office. We construct, implement, and monitor all aspects of the portfolio while offering a level of flexibility that is not always present in other outsourcing solutions.