Clearbrook Investment Management, LLC

Overview

Clearbrook Investment Management, LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its advisory fees are charged as a percentage of assets under management and, when appropriate, on hourly or fixed-fee bases. Clearbrook also operates in related roles as an insurance broker and accountant, which can shape the firm’s client conversations and product selection. Investment activity is concentrated in publicly traded equity instruments as the core allocation. The firm is not positioned as an ESG-focused allocator and does not operate as a multi-state or pension consultant adviser. Most client relationships are handled on a discretionary basis, giving Clearbrook latitude to implement model and individualized equity allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices