Founded in 2005, Clearbrook is an independent investment advisory firm whose core business is to provide investment and strategic advice, investment solutions, and related wealth advisory services to institutions, individuals and financial advisors worldwide. Clearbrook advises to more than $30 billion in client assets from offices in Princeton, New Jersey; Wayne, Pennsylvania; Stamford, Connecticut and Boston, Massachusetts.*

Clearbrook focuses on professionalism, innovation and transparency for our clients in the following areas:

• Investment Consulting and Advisory Services
• Strategic Advisory Services
• Institutional Quality Manager Research
• Implemented Investment Solutions
• Access to a Broad Array of Money Managers
• Turnkey Operational and Administrative Support

Clearbrook provides experienced, objective advice, investment solutions and related services to Financial Advisors, Institutional Investors, Family Offices, and Individual Investors.

Recent economic turmoil and disenchantment with big financial firms has shown that large firm ownership of investment advisory businesses is sub-optimal. Clearbrook is different—our business model was built around the needs of our clients. Clearbrook’s open-architecture model provides clients with safe custody of their assets, transparency, independent advice and broad product choice.

*As of December 31, 2009.