Clearbrook Implemented Solutions

Fully Discretionary Consultative Offerings

For clients seeking a fully discretionary pre-structured program, Clearbrook’s implemented offerings utilize the same in-depth research devoted to our large institutional clients. Our discretionary programs are specifically designed for institutional and individual clients and prospects seeking diversification and a lower overall fee structure within a fully staffed, actively managed offering.

Our Implemented offerings focus on:

The most efficient areas of the capital markets
New and emerging managers with the potential to deliver superior returns
Specialized strategies
Optimal entry and exit points for various strategies
Active management
A fee structure aligned with client interests

Our Core Beliefs

We recognize that certain areas of the capital markets are more efficient than others and for those areas less traditional and/or passive approaches can be more effective
New and emerging managers have the potential to deliver outsized returns
Identifying optimal entry and exit points for a strategy/manager are equally as important as identifying a truly skilled manager
To be competitive in the investment industry you have to be different and right
Transparency is critical – of fees, of relationships, of holdings