Clearbrook Investment Consulting takes a dynamic, proactive approach to the consulting process. We begin with collaborative, in-depth client profiling— understanding a client’s risk tolerance, recognizing their investment objectives, and defining our relationship. This process allows us to develop an investment policy statement with the client, summarizing program guidelines and objectives. Analysis of a client’s current portfolio and the structuring and implementation of a new program begins with our Research group. Manager Research and Selection and Investment Committee reviews are integral to the portfolio’s construction and appropriate allocation—all of which are absolute return focused. Once a new portfolio is structured we will monitor and review the program on an ongoing basis, recommending rebalancing and tactical allocation as appropriate.