Why Clearbrook - Clearbrook

What can you expect from us?

Experience & Expertise
Investment Innovation
Investment Access
Investment Process
Culture & Philosophy

Broad, deep experience and expertise:

Multi-asset class
Multi-market cycle
Across all major global markets
On all sides of the investment relationship – as asset managers, consultants and clients
Capabilities more robust than those of traditional consultants – a knowledge base enabling a more robust assessment of client needs and potential solutions

Bottom-line takeaway: Clearbrook is a partner with broad, deep multi-asset class experience through up and down markets.

A track record of investment innovation:

Almost four decades experience using alternative investments to enhance return, manage risk and reduce volatility.
Early adopter of the Outsourced Chief Investment Officer (OCIO) model to provide clients with access to new expertise, resources and opportunities, and more responsive tactical decision-making.
Developer of new investment vehicles opening new potential for enhanced return and risk management.

Bottom-line takeaway: Clearbrook delivers forward-looking, beyond-the-box thinking built on a foundation of 3+ decades of experience.

Access to a broader range of investment possibilities:

Think of Clearbrook as an experienced extension of your investment staff, adding new capabilities and new ideas.
Independent, objective “best-in-class” and “best-in-market-cycle” manager selection.
Clearbrook’s investment innovation opens access to asset classes, strategies, markets and managers that might otherwise be beyond your reach.
Exclusive proprietary research.
Capabilities above and beyond those of traditional consultants

Bottom-line takeaway: Clearbrook offers clients access to new levels of investment expertise, opportunities and resources.

Clearbrook’s “Best Ideas” Investment Process:

A collaborative, full-team approach centered on our daily Investment Committee meetings –point/counterpoint review of market developments and client portfolios.
Forward-thinking risk evaluation and mitigation strategies.
Top-down macro, sector and asset class analysis to develop key investment themes.
Bottom-up asset manager selection for top managers in each sector, asset class, style and market-cycle stage.

Bottom-line takeaway: Clearbrook’s “best ideas” investment process ensures that every client benefits from the full depth and breadth of our intellectual capital.

Our client-aligned culture and philosophy:

Focused on long-term performance and protection against foreseeable and unforeseeable risk.
Customized for each client’s objectives.
Senior team members for every client relationship.
Structured to manage costs and avoid layering of fees.
A whole portfolio perspective, even if Clearbrook is advising on only a portion of your assets.

Bottom-line takeaway: Clearbrook’s culture is independent, client-focused, and idea generating; its philosophy is forward-thinking and risk-averse.

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.

Let’s connect