We consult with our clients on asset allocation, identify investment opportunities and recommend specific funds and managers to execute agreed upon investment objectives. Often we work with CIOs and investment professionals within the client team to design specific programs that address particular investment areas such as private equity and venture capital, credit and distressed strategies, or funds that provide their clients with access to a broad range of illiquid strategies.

Whether we work with CIOs, family offices or individuals, Clear Brook Advisors is experienced and comfortable integrating its role with other advisors and professionals. Clear Brook works with its clients and their advisors in formulating estate planning and wealth transfer strategies.

In each case, the objective is to develop a focused, selective approach designed to generate sustained investment performance in excess of long-term equity returns and provide diversification beyond traditional equity and fixed income assets.

 

Philosophy

We provide objective, independent advice. We do not offer any investment partnerships or funds. Our compensation is a fixed fee, not a percentage of assets under management.

We formulate an appropriate asset allocation and investment strategy. To be successful in  investing, you must first understand the objectives and establish a plan.

We identify and access high quality investment managers. We seek attractive, long-term returns for our clients. Chasing short-term performance is time consuming and expensive and often tends to disappoint. We prefer stable, thoughtful managers who appreciate that investing is a long-cycle process.

Portfolios should be constructed utilizing a variety of asset classes but should not be overly diversified within an asset class. Having too many managers often results in mediocre returns.

We always avoid conflicts rather than manage them. We are compensated solely by our clients. We have no other business  activity beyond providing advice to our clients.

We offer these services to a small group of clients. We are interested in long-term relationships. The quality of our clients is far more important than the scale of our business.