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

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

Clearbrook Investment Solutions (CIS) provides discretionary investment management and outsourced consulting primarily to institutions, family offices and high‑net‑worth individuals, including foundations, pension and profit‑sharing plans, trusts, estates and charitable organizations. The firm offers discretionary outsourced investment services alongside access to non‑discretionary consulting via an affiliate and manages approximately $150 million in client assets. CIS operates as an outsourced investment team that typically recommends and allocates to third‑party investment managers rather than selecting individual securities, using fundamental, technical and cyclical analysis and manager interviews and on‑site visits. The firm describes a product‑agnostic approach that implements discretionary mandates in line with clients’ investment policy statements and provides monthly oversight with quarterly performance reporting. Distinctive features include its affiliation with other registered advisers (the brochure identifies Clearbrook Investment Consulting, LLC and CBF Advisors) and the role those affiliates play in providing reporting, performance measurement and research support—an arrangement notable given CIS’s own asset base. The brochure also notes CIS recommends investments that may include interests in commodities and partnership vehicles and issues periodic supplemental reports and marketing materials, and its stated client types do not include non‑high‑net‑worth individual clients.

To learn more about the advisors currently working at Clearbrook Investment Solutions 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.