Clearbrook Investment Solutions

Clearbrook operates as an institutional investment consultant and outsourced chief investment officer (OCIO). The firm designs, implements, and monitors fully customized multi-asset portfolios for pension funds, endowments, foundations, and healthcare organizations. It does not manufacture or sell proprietary investment products.

Because Clearbrook does not manage its own commingled funds or collect placement fees from managers it recommends, its compensation comes solely from client advisory fees. This structure removes the incentive to steer assets toward affiliated products. The firm's fiduciary duty runs exclusively to the client.

Clearbrook offers both models. Under a non-discretionary consulting mandate, the firm recommends investment policy changes and manager hires but the client retains final decision authority. Under an OCIO mandate, Clearbrook assumes discretionary responsibility for implementation, subject to the investment policy statement approved by the client's board.

The firm targets mid-sized institutional asset pools, often those between roughly $50 million and $2 billion, that lack the internal investment staff to run a sophisticated multi-asset program. Typical clients include municipal pension plans, hospital systems, private foundations, and university endowments.

No. Clearbrook does not operate as a fund manager or direct investor. It selects and monitors external managers across all asset classes, including private equity and private credit funds. Any direct co-investment activity would be on behalf of a specific client and sourced through third-party general partners.