A complete list of active advisors currently associated with Clearbrook Investment Management, LLC

Warmer can help you find a great advisor at Clearbrook Investment Management, LLC or one who fits your needs even better.

Clearbrook Investment Management is a state-registered advisory firm that provides discretionary portfolio management and financial planning primarily to individual and high‑net‑worth clients. As of 12/31/2025 the brochure reports the firm manages approximately $23.2 million on a discretionary basis across about 158 accounts and provides services to additional non‑discretionary accounts. The firm combines fundamental and technical analysis and uses quantitatively driven investment systems across a range of model portfolios, including short‑term, conservative, long‑term balanced, aggressive, a concentrated “Kinetic” sleeve, and an equity‑focused “Fairhaven” option; holdings may include individual stocks, mutual funds, ETFs and tactical allocations. Clearbrook’s disclosure notes that some strategies may employ leveraged or inverse ETFs and exchange‑traded notes, and it highlights the material risks those instruments carry. Distinctive features disclosed in the brochure include that the advisory team includes a certified public accountant and that representatives may be licensed insurance agents, each representing potential conflicts of interest that the firm says it addresses through disclosure and supervision. The firm also discloses significant outside consulting activity by a principal and that it acts as a solicitor for another advisory group, which are operational factors prospective clients may consider when evaluating adviser availability and referral relationships.

To learn more about the advisors currently working at Clearbrook Investment Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.