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Clearbrook Investment Consulting
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Structuring Sound, Results Driven Investment Programs for our Clients

At Clearbrook Investment Consulting (CIC), we are actively-engaged full partners in assuming fiduciary responsibility and structuring sound, results-driven investment programs for our clients. We bring greater transparency, objectivity and choice to the advisement process. We have no asset management affiliations and receive no revenue from investment managers in any capacity.

Clearbrook Investment Consulting advises to more than $30 billion in client assets.* Our senior team of consultants, averaging more than 25 years investment experience, have extensive backgrounds in working with a diverse clientele including:

  • Major Corporations
  • Mid to small size businesses
  • Public Funds
  • Hospitals
  • Endowments and Foundations
  • Insurance Companies
  • Family Offices

Whether a new or a long-standing client, at Clearbrook we maintain a steadfast focus on the design, implementation and management of investment programs that align with a client’s long-term objectives, the identification of superior managers, and the ability to evolve with an ever-changing investment environment.

Clearbrook Investment Consulting is an SEC-registered investment advisor.

*As of December 31, 2009.

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  • Investment advisory services offered through CBF Advisors, LLC (“CBFA”).
    Securities and brokerage services offered through Managed Account Services, LLC (“MAS”), Member of FINRA and SIPC. CBFA and MAS are affiliated entities.
    Services offered by CBFA and MAS may be offered under the “Clearbrook” name for marketing purposes.