Clearbrook Financial
Customized Investment Solutions for Endowments and Foundations
Investment Strategies to Support Your Mission

Clearbrook Financial’s institutional consulting subsidiary, Clearbrook Investment Consulting, provides endowments and foundations with objective, independent investment advisory services tailored for their specific needs and investment objectives.

The Clearbrook Investment Consulting team understands the unique demands placed on endowments' and foundations' investment portfolios. Our industry-specific knowledge and experience, 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.