Clearbrook is a privately held independent consulting firm that offers strategic advice, investment solutions, and related wealth advisory services to institutions, individuals and financial advisors worldwide. For nearly 30 years, we have assisted clients in meeting and exceeding their investment objectives by providing proactive advice grounded in deep and independent research.

Clearbrook advises to approximately $25 billion in client assets from offices in Princeton, New Jersey; Wayne, Pennsylvania; Stamford, Connecticut; Boston, Massachusetts and New York, New York. We serve a diverse group of clients including:

• Corporate Retirement Plans
• Endowments and Foundations
• Public Retirement Systems
• Financial Intermediaries
• Healthcare Organizations
• High Net Worth Individuals and
• Families
• Insurance Companies
• Taft-Hartley Plans

Recent economic turmoil and disenchantment with big financial firms has shown that large firm ownership of investment advisory businesses is sub-optimal. Clearbrook is different—our business model was built around the needs of our clients. Our philosophy focuses on applying time-tested investment strategies that fit the individual objectives, parameters and restrictions of each client’s investment portfolio. Our organizational structure is client-centric and we have the ability to understand and respond quickly to your needs and to a changing economic environment. We are an organization with the depth and breadth of research that allows us to stay ahead of economic trends and deliver insight toward achieving maximum results.

*As of July 31, 2011.