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Clearbrook Research
A Team Approach, Robust and Directed

At Clearbrook, research is the cornerstone of our investment process. Our senior consultant and analyst teams join forces and are active participants in the manager search and evaluation process. The active involvement of our consultants, with their wealth of experience, contributes materially to the success of our manager recommendations and ultimate selections.

Timing Is Everything. In the manager search and selection process, our program evaluation addresses all major asset categories and focuses on the pros and cons of entering certain categories given the current market environment. At Clearbrook, we understand that the timing of an investment is as important as the investment itself—our goal is to structure investment programs that are defining market trends, not following them.

Clearbrook Research Statistics
  • Clearbrook Research utilizes external databases that cover more than 8,000 traditional managers and 3,000 alternative managers.
  • The Clearbrook Research database houses detailed information on more than 300 traditional managers and 200 alternative managers.
  • Clearbrook Research maintains information on 41 traditional asset classes and 28 alternative asset classes.
  • Clearbrook Analysts and Consultants conduct more than 600 manager evaluation meetings annually.
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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.