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Separately Managed Accounts: An Open Architecture Approach
As an Independent Advisor partnering with Clearbrook, you have access to a wealth of investment managers through Separately Managed Accounts (SMAs). Clearbrook has an open-architecture approach to SMAs, giving you the flexibility to offer a menu of managers unique to your firm. Our catalog includes managers covering a full complement of investment styles and asset classes. We seek the best available managers in every category and offer access to managers that might otherwise be unavailable to your clients. Managers not currently supported by our Account Services can be added to the Clearbrook platform upon favorable review of our manager research team. Best of all, Clearbrook delivers seamless access to all SMAs through a single master manager contract, which means less paperwork, streamlined account set-up, and the ability to change managers with ease. All of Clearbrook’s portfolio solutions, from SMAs through back-office support, are available through a single, web-based point of access—The Clearbrook Advisor Workstation. Client Account Services: Enabling Our Clients To Better Serve Their Clients
Clearbrook’s independent broker-dealer, Managed Account Services, LLC, (“MAS”) provides introducing broker services, investment solutions, compliance and related wealth advisory services and support to institutions and financial intermediaries. Simply put, we enable our clients—financial intermediaries, to focus on the business of serving their clients—investors. We do this by providing full operational and administrative support for back-office processing. MAS provides financial intermediaries with the tools needed to manage costs and compliance, be more efficient, and improve client service in a professional, innovative and transparent manner. Our brokerage resources include:
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