Separately Managed Accounts can help you attract and hold the type of client you need to keep your business growing. With SMAs as part of your investment offering, you are the wealth management solution for your clients.

SMAs appeal to the High-Net-Worth Investor. Separately Managed Accounts (SMAs) combine the diversification potential of mutual funds with the customized portfolio management that more and more affluent investors are demanding.

The opportunity is there. SMA assets are projected to grow from $889 billion in 2008 to $2.8 trillion by 2012.¹ But if you are an independent advisor, administrative burdens and the challenges of finding the right asset managers can put SMAs out of reach. Clearbrook has the solution.

The Clearbrook SMA Exchange enables independent advisors to offer a full menu of SMA choices without adding overhead and administrative costs.

Access to the asset managers you want. Clearbrook has an open-architecture approach to SMAs, giving you the flexibility to offer a menu of managers unique to your firm:

• Use asset managers from our web-based catalogue or add your own. With Clearbrook, you're not limited to someone else's list.
• Our catalogue includes managers covering a full complement of investment styles and asset classes, to help you construct portfolios specifically for each client's needs.
• Because we're manager-agnostic, we can seek best available managers in every category.
• Clearbrook offers access to managers that might otherwise be unavailable to your clients, including emerging managers and those with an undiscovered edge.

Single master manager-contract simplicity. Clearbrook delivers seamless access to all SMAs through a single master manager-contract:

• Less paperwork, streamlines account set-up.
  
• Simplifies manager changes.

Operations and administrative support. Clearbrook offers complete operations and administration support that can plug right into your current operations:

• Account set-up and maintenance (including simplified funding for new accounts or conversions), implementation and billing.
• Support from an experienced, dedicated Relationship Manager.
• Review of accounts for brokerage level suitability and Patriot Act and AML compliance.
• Performance reporting and benchmark analysis.

You are in control. With Clearbrook as your partner, you retain complete ownership of the client relationship. It's your advice, your client. We're not competing with you.

¹ Source: Tiburon Research & Analysis