Clear Brook’s clients include large wealth management firms, family offices and high net-worth individuals.  Often we work with CIOs and investment professionals within to design specific programs that address particular investment areas such as private equity and venture capital, credit and distressed strategies or pooled funds that provide their clients with access to a broad range of illiquid strategies.


Whether we work with CIOs, family offices or individuals, Clear Brook Advisors is experienced and comfortable integrating its role with other advisors and professionals.


In each case, the objective is to develop a focused, selective approach designed to generate sustained investment performance in excess of long-term equity returns and provide diversification beyond traditional equity and fixed income assets.


“Skepticism and pessimism are not synonymous.”

                               Jack Cohen
"independent, thoughtful financial advice"