Clearbrook Financial is an independent financial services firm, offering unique investment products and portfolio solutions to investment professionals serving high-net-worth individuals and institutions.

Clearbrook portfolio solutions include:

• Access to a full complement of institutional-quality asset managers and investment products.
  
• Flexible, seamless, scalable operations and administrative tools and support.
  
• Independent macro economic and market trend research.
  
• Asset manager research and due diligence.
  
• Institutional investment consulting services (through our subsidiary, Clearbrook Investment Consulting).
  
• Wealth management services for select multi-family offices (through our subsidiary, Clearbrook Partners).

Clearbrook provides experienced, objective portfolio solutions to Registered Investment Advisors, select multi-family offices, institutional investors, and asset managers.

Clearbrook is different because we were built exclusively around the needs of our clients. We listen, we understand, and our interests are in unconflicted alignment with those of our clients. We have a management team of seasoned industry leaders from major firms in asset management, and a network of relationships with the best available asset managers across the spectrum of global markets and asset classes.

The Clearbrook Financial family of companies is united by a common vision: to provide its clients with access to the best available investment products and portfolio solutions in an open, transparent and unconflicted environment.

Clearbrook Financial, led by asset management veteran John Galvin, provides Registered Investment Advisors (RIAs) with access to a full menu of Separately Managed Accounts choices that they can offer their clients without adding overhead and administrative costs. Securities are offered through our broker/dealer, Managed Account Services, LLC.

Clearbrook Research provides macro economic and market trend research for the Clearbrook family of companies and Clearbrook clients.

Clearbrook Partners is a multi-family office led by Goose Henderson.

Clearbrook Investment Consulting, a subsidiary of Clearbrook Financial, is a highly respected institutional consultant with a 25-year track record of providing asset management services to a wide range of institutional clients.

Knight Portfolio Access, a joint venture between Knight Capital Group and Clearbrook Financial, provides a range of products and services to retail brokerage and registered investment advisors offering separately managed accounts.

Clearbrook, with over $20 billion in assets under advice and management, began operations in February 2005. The firm has offices in Princeton, NJ, Wayne, PA, Stamford, CT and Boston, MA.