At Clearbrook Investment Consulting we place an emphasis on finding highly capable Asset Managers that can materially contribute to our clients’ success. We are interested in both emerging and long-established managers spanning all asset classes and strategies for both traditional and alternative investments. We assess both qualitative and quantitative factors of all of our managers so that our recommendations are aligned with our clients’ needs.

In order to review your investment strategy, please forward the following to: research@clearbrookic.com

• A pdf file of your current investment presentation
• Your firm’s ADV, Parts I and II
• A current due diligence questionnaire

We will review your information and add it to our proprietary manager database, you will be contacted by our Research group if your investment strategy is currently aligned with our client searches.

Thank you.