Clear Brook Advisors, Inc. is an independent, SEC registered investment advisor offering sophisticated investors objective advice
regarding asset allocation and manager selection, with particular insight and experience with illiquid and locked-up funds (“private
investment partnerships”) participating in a wide range of alternative investment strategies.
Clear Brook serves its clients while embracing the following principles.
Provide objective, independent advice.
Formulate an appropriate asset allocation and investment strategy.
Identify and access the best managers.
Create high-performance portfolios with appropriate diversification.
Always avoid conflicts rather than manage them.
Offer these services to a small group of clients.
“There are those who don’t know and those who don’t know they don’t know.”
"independent, thoughtful financial advice"