Clearbrook’s wealth advisory capabilities are built around a core set of client-focused principles. Our customized wealth advisory approach is built on close, professional relationships with our clients and shaped by an understanding of our clients’ needs and aspirations.

The Wealth Advisory Approach:

1. High Quality Investment Advice: Clearbrook Wealth Advisory offers an institutional-quality, consultative service grounded in institutional research. Clearbrook advisors adhere to a disciplined investment process and provide clients with independent and unbiased advice. Systematic transparency is imbedded throughout Clearbrook’s investment process.
2. Consistent, Predictable, and Reliable Service: Clients expect high-quality service. Clearbrook meets these expectations by consistently promoting a strong culture of quality and loyalty to our clients. Clearbrook clients can be assured that their advisors will follow a disciplined investment process and serve them with an in-depth understanding of their needs and aspirations.
3. Safe Custody of Client Assets: As an independent advisor, Clearbrook does not hold or custody client assets. Client assets are held by our custodian bank, First Clearing Corporation, LLC, an affiliate of Wells Fargo & Company ("Wells Fargo"). First Clearing Corporation, LLC is a member of FINRA/SIPC and has been an established full-service custodian for over 70 years. Wells Fargo, member FDIC, ranked the fourth largest bank holding company in the United States, with over $1.2 trillion in assets under custody and administration.*
4. Service Commitment: Clearbrook commits that every client will have timely access to their relationship manager, will develop with their relationship manager an Investment Policy Statement which will be reviewed at least annually, will have a quarterly investment review and a comprehensive annual financial review, and will receive monthly statements and quarterly performance reports.