The advisory relationship… reimagined
The traditional advisory relationship evolved to serve clients in another investment universe – yesterday’s equity- and fixed income-centric markets. But new asset classes, markets and technologies have transformed the investment tool box in ways that couldn’t have been imagined a generation ago. Clearbrook builds advisory solutions for today’s investment universe – and tomorrow’s.
It’s your portfolio, not ours.
We begin with a very non-traditional premise: it‘s your investment portfolio, not ours. Our independence and open architecture enable us to Rightsource℠ the key elements of your investment program. In-house, outsourced, or a strategic mix, we help you develop the approach that’s best for you.
- We think beyond traditional asset allocations and definitions of risk. We understand how alternative investments can strengthen portfolio performance and resiliency, and we have a track record of engineering new solutions to provide access to new potential for return and risk mitigation.
- We don’t have “model portfolios” or “buy lists.” We customize solutions for every client, with access to best-in-class and best-in-cycle managers and strategies.
- We take a “whole client/whole portfolio” view. Even if we are advising on only a portion of your assets, we develop recommendations in the context of your objectives, liquidity needs, total asset base and risk tolerance.
- Our “best ideas” investment process ensures that every client benefits from the full depth and breadth of our firm’s intellectual capital, not just those directing your account.
- Clearbrook will help you develop customized ESG strategies that align your portfolio with your values, without jeopardizing the returns you need to achieve your objectives.
- Clearbrook’s focus on innovation and managing costs enables us to customize solutions on a more cost-effective basis, including structuring solutions to avoid layering of fees.
- Our Capital Opportunities group offers access to under-the-radar investments and capital sources with new potential to support their goals.
- We provide detailed attribution analysis – we track our ability to add alpha for you.
Bottom-line take away
Clearbrook goes beyond the traditional advisory relationship, offering clients cost-efficient access to new levels of opportunity and expertise.
Our Clients
Your goals and objectives: The only benchmarks that really matter
Most investment consultants talk about “beating the benchmark.” Indexes are important metrics, but in the long run the only benchmarks that really matter are your goals and objectives. Will your investment program enable you to keep the promises you’ve made? Can it protect the assets you’ll need today and tomorrow? Does your portfolio meet emerging standards for responsible investing?
We help clients with long-term investment strategy. Portfolio analysis and structure. Manager evaluation and selection. Board and staff communications. Compliance and administration. Our laser focus on growing and protecting your assets helps you focus on what’s most important – achieving your objectives and fulfilling your mission.
Who we serve:
- Endowments & Foundations
- Cultural and Faith-Based Organizations
- Public & Private Retirement Plans
- Taft-Hartley Plans
- Private Wealth
Endowments & Foundations
Clearbrook understands the unique challenges faced by endowments and foundations, and the critical role their investment portfolios play in supporting their missions. We can help you more effectively align your investment program with your objectives, liquidity needs, and risk environment. Our capabilities include evaluation of your current program, asset allocation, manager selection, ongoing performance analysis, board and staff communications, education, and administration and compliance – at the level of involvement and discretion best for your organization.
Cultural and Faith-Based Organizations
Clearbrook has specialized expertise in advising museums, faith-based institutions as well as performing arts organizations and museums. We can customize your investment strategy and portfolio to reflect your beliefs, values and mission. Our focus is on growing and protecting resources to help ensure faith-based organizations can continue to serve and support their members and communities.
Public and Private Retirement Plans
Clearbrook’s clients include both defined benefit and defined contribution plans. We help DB plans develop realistic liability-driven strategies, and DC plans offer participants the choices they need for successful target date and glidepath solutions. Our deep experience with the diversification potential of alternative investments can offer new avenues to enhance performance and mitigate risk.
Taft-Hartley Plans
Clearbrook’s broad, deep experience with multi-employer plans. We help clients deal with the complex investment and compliance challenges unique to multi-employer plans, including growth, risk mitigation, and liquidity needs.
Private Wealth
Clearbrook’s multi-asset class and multi-market cycle expertise helps family offices and private investors protect and grow their wealth in a tax-efficient way. In addition to investment advisory and management, our capabilities include legacy planning and multi-generational education.
Clearbrook’s Advisory Services
Clearbrook was an early adopter of the OCIO model, leveraging our multi-asset class, multi-market cycle experience to give clients a level of expertise, investment access and responsive decision-making they could not achieve on their own. And now we’ve reimagined the original OCIO model – OCIO 2.0.
- Clearbrook’s OCIO philosophy goes beyond the traditional benefits. We focus on generating alpha, and we do it a little differently than most advisors. OCIO 2.0: It’s all about Alpha.
- Improves tactical decision-making and strategic asset allocation, with faster response to emerging opportunities and risks. We can make complex tactical portfolio moves in real-time to mitigate downside and fixed income duration risk
- Includes attribution analysis – Clearbrook tracks its ability to add alpha to our client’s portfolios
- Our “best ideas” investment process – a collaborative senior team approach that ensures you benefit from the full depth and breadth of our expertise.
- Expertise in alternative asset classes and their potential role in enhancing return, mitigating risk and reducing volatility across your total portfolio
- Access to best-in-class, best-in-market-cycle managers, established and emerging. Clearbrook has long relationships with leading alternative investments managers
- Clearbrook assumes a deeper co-fiduciary responsibility for investment policy and strategy, asset allocation, manager selection and oversight, risk management, and administrative management
- Reduces your administrative burden and integrates controls with the potential to reduce costs across the entire investment process. This enables you to devote more time and resources to your core mission and responsibilities. Clearbrook offers access to the support of an industry-leading administration, compliance and legal team.
Bottom-line takeaway: Clearbrook’s OCIO platform can be the ideal multi-asset class solution for investors with limited in-house resources and expertise.
In addition to Clearbrook’s OCIO platform, we offer targeted discretionary solutions:
- Asset class-, market- and goal-specific mandates, including alternative investments (AI) and environmental, social and governance (ESG).
- Asset allocation.
- Asset manager selection and monitoring.
- Risk and volatility mitigation.
Clearbrook’s mandate-specific discretionary clients benefit from quicker tactical decision-making and our “whole portfolio” perspective. Even if we are managing only part of your assets, we make decisions in the context of your overall objectives and your other assets.
Bottom-line takeaway: Today’s volatile investment markets don’t wait for the quarterly Investment Committee meeting. Sound investment decisions are about staying ahead of the markets, not trying to catch up after the fact.
Clearbrook brings more to our non-discretionary relationships than you might be accustomed to. By working with Clearbrook on total portfolio or mandate-specific solutions, clients gain access to:
- A new level of expertise and experience, in both traditional and alternative asset classes.
- A fresh, independent evaluation of your current portfolio in context of your organization’s goals, liquidity needs and risk environment.
- A disciplined, realistic evaluation of your Investment Policy Statement and investment decision-making structure, all in the context of your fiduciary responsibilities, increasingly complex markets, and new levels of risk and volatility.
- Access to broader, deeper range of asset managers and investment opportunities, including hedge funds, real estate, private equity, and private debt, and to best-in-class research and analytics, including proprietary research.
Bottom-line takeaway: Clearbrook gives you access to new ideas, expertise, managers and research, all from an independent, best-in-class perspective.
What’s the Best Advisory Approach for Me?
Invest in a meeting with us.
We would welcome the opportunity to talk with you about your goals and concerns, and whether your current portfolio can realistically be expected to support your objectives. We won’t just bring our credentials. We’ll bring our best ideas.
To discover how Clearbrook can connect you with opportunity, contact: info@clrbrk.com or use our contact form.
