Clearbrook’s array of portfolio solutions-from our Separately Managed Account platform to back-office support—can be accessed through our web-based Advisor Workstation^SM. Clearbrook’s Advisor Workstation^SM is intuitive, easy to learn and use, and will allow you to become more efficient. It was designed by experienced industry professionals who understand the needs of the independent investment advisor.

The Advisor Workstation also offers flexible reporting that you can configure to your needs. Your clients can have daily access to their holdings, account activity and archived performance reports. You can have unified account reporting for any group of accounts, registrations or investment vehicles. You can also choose customized benchmarks at the account and household levels.

Clearbrook’s Advisor Workstation, together with our support team, can provide:

• Access to nearly 400 Separately Managed Accounts covering all asset classes and investment styles
• Portfolio construction and implementation
• Account set-up and maintenance, including simplified new account funding, implementation and billing
• Operations and administrative support that can plug right into your current operations
• Review of accounts for brokerage level suitability, Patriot Act and AML compliance
• Flexible aggregated performance reporting and benchmark analysis for both you and your client
• Support from an experienced, dedicated Relationship Manager

You are in control. With Clearbrook as your partner, you retain complete ownership of the client relationship. It’s your advice, your client.