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Value Added Research
Emphasizing Key Areas of Client Interest

Client education is fundamental to Clearbrook’s mission. Educated and informed Boards, Investment Committees, Family Offices and Individual Clients will ultimately make effective investment decisions on behalf of their beneficiaries. Importantly, as Boards and Committees evolve and new members join, our role as educator in getting individuals 'up to speed’ on the Investment Program and economic trends is key.

To support our educational efforts, Clearbrook Research publishes ongoing commentaries, articles and white papers of interest to our clients and constituents. In January, 2010, we launched Clearbrook Perspectives, a series of monthly commentaries representing the best thinking across our organization on a variety of topics. Our publications will emphasize key areas of client interest including:

  • Alternative Asset Strategies
  • Foundation Spending Analysis
  • Emerging Manager Research
  • Regulatory Reform and the Effects on Investors
  • Managing Retirement Income
  • Overlay Portfolio Management
  • DC Plan Evolution

In addition, Clearbrook Research publishes timely Capital Market and Index Performance reports which can be found on our website in the Capital Market Reviews section of the website.

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Clearbrook Perspectives
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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.