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The CIC Difference
What Makes Us Different?

The people. The experience and intelligence. The focus and commitment to our clients. The responsiveness of a small firm. Here are 10 good reasons to consider Clearbrook Investment Consulting:

  1. We assign 2 senior consultants to each client relationship
  2. We maintain a 1:1 long-term fiduciary relationship with our clients
  3. We have an unwavering commitment to communication and responsiveness
  4. We maintain established relationships and have experience with a diverse client base
  5. We emphasize creative intelligence and focus on execution
  6. We are a small, nimble organization with the ability to respond quickly to our clients
  7. We are a truly independent investment consultant without ties to asset managers
  8. Portfolios are developed in a highly customized, flexible, framework
  9. We maintain a strong reputation for identifying market trends and emerging managers
  10. Our dedicated research spans all major asset categories, both traditional and alternative
Institutions Interested in Clearbrook Investment Consulting
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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.