Clearbrook Financial
Intelligent Investment Solutions for Corporate and Public Retirement Plans
A Record of Helping Corporate and Public Retirement Plans Improve Performance

Clearbrook Financial's institutional consulting subsidiary, Clearbrook Investment Consulting, provides defined benefit and defined contribution plans with objective, independent investment advisory services tailored for their specific investment objectives and risk tolerance.

The Clearbrook Investment Consulting team is experienced in effectively addressing the issues unique to corporate and public retirement plans. Our industry-leading knowledge, independence from asset management firms, and disciplined, in-depth asset manager research enable us to deliver investment advice that is experienced, unbiased and thoroughly researched. Clearbrook Investment Consulting investment advisory services include:

  • Investment strategy and policy development.
  • Asset allocation.
  • Liability-driven investing.
  • In-depth, in-house asset manager research and due diligence.
  • Consulting on alternative investments, including hedge funds, in addition to traditional asset classes.
  • Consulting on real estate and other real assets, including commodities and precious metals.
  • Consulting on private equity and venture capital investments.

To learn more, visit our Clearbrook Investment Consulting website.

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  • Securities offered through Managed Account Services, LLC, a subsidiary of Clearbrook Financial and a member of FINRA and SIPC.