Independent and privately held, we serve as advisor and advocate for our clients, with capabilities ranging from full discretionary management, including outsourced CIO, ongoing advisory services, and specialized programs.
No off-the-shelf solutions.
Your mission and investment objectives aren’t off-the-shelf. Your investment program shouldn’t be either. Clearbrook doesn’t operate from a series of pre-established portfolio models or a limited list of approved managers. We begin by understanding your mission and goals, your approach to risk, and any investment restrictions. We then work with you to establish realistic investment objectives and develop a tailored solution.
Hands-on experience on all sides of the investment relationship.
Senior members of the Clearbrook Investment Team have had successful careers as traders, asset managers, portfolio managers, and investment consultants. We know what’s required to manage money successfully. We bring that experience to every client relationship.
Focused on risk.
Clearbrook focuses on capital preservation and long-term wealth creation. Our multi-faceted experience, analytic insight, and comprehensive understanding of risk help us evaluate the full dimensions of the real risks you face, and enable us to devise sound strategies to counter them.
A fully engaged team.
When it comes to the strength of a team, we know that the whole is greater than the sum of the parts. Ours is a collaborative culture, one that shares information and ideas, working together to ensure that each client benefits fully from the full breadth and depth of our cumulative experience, shared expertise and culture of client service.
Alternative investment experts.
Clearbrook has a proven track record in alternative asset classes and investments, including hedge funds, commodities, real estate and private equity. As more and more investors look to the potential of alternative investments to enhance portfolio performance and reduce portfolio volatility, expertise outside the traditional asset class boxes has become a critical element in successful investment management.