SOURCE: Clearbrook Global Advisors

Clearbrook Global Advisors

June 10, 2015 09:35 ET

Clearbrook Global Advisors Celebrates 10 Years of Providing Customized Portfolio Solutions and Unique Manager Selection in the Alternatives Space

Long-Term Success of the Firm Attributed to Its Commitment to Transparency and Open Architecture

NEW YORK, NY--(Marketwired - Jun 10, 2015) - Clearbrook Global Advisors, a privately held, independent advisory firm that pioneered the "transparency revolution" in the advisory space, is celebrating the 10th anniversary of the founding of the firm by CEO Elliott Wislar. Starting out with only a handful of committed employees and partners, Clearbrook's vision was to re-invent the advisory industry by working collaboratively with investment managers, treating clients as partners, and providing an unbiased oversight of client's portfolios, utilizing an open architecture and forward-looking approach to manager selection and asset allocation. Today, Clearbrook has nearly 30 employees across four offices worldwide, with approximately $30 billion of assets under advisement and an executive team averaging 25-30 years of experience.

"As the investment landscape continued to become more complex, with institutions seeking alternative investments to enhance portfolio performance and reduce portfolio volatility, we saw an opportunity to provide a service that was lacking in the industry 10 years ago," said Wislar. "Clearbrook's experience outside of traditional asset class styles has become a critical element for successful investment management. Our business model, founded with a commitment to transparency, open architecture and independent thinking, is the key to our success."

Over the last 10 years, Clearbrook has gone beyond the conventional to provide clients with diversified solutions. Here are just some highlights of the firm's enhancements:

  • 2009: Built a customized portfolio of alternative investments for a client seeking a stable rate of return with low volatility, as a "fixed income surrogate," which has outperformed the Barclay's aggregate index by 400 bps since inception

  • 2011: Published the firm's first Best Ideas report, shared annually with clients and the investment community

  • 2012: Launched Outsourced CIO Capability

  • 2013: Expanded the firm's business operations in Seoul, South Korea and the Far East

  • 2014: Launched customized Hedged Index strategies

"I am fortunate enough to have worked in a number of capacities within the asset management industry over the past 30 years. The employees who work at Clearbrook understand that our investment expertise doesn't just benefit investors, but it impacts the beneficiaries of the endowments, foundations, retirement plans and pension plans we serve," added Wislar.

About Clearbrook

Clearbrook provides comprehensive, objective investment advice and solutions to institutional investors worldwide, across all asset classes, for both discretionary and non-discretionary mandates. With more than $30 billion in assets under advisement, our business model, founded in independent thinking, is comprised of disciplined research and analysis, and vision tempered with experience. Our culture is client driven, focusing on customized investment solutions for each client's unique objectives and needs. We bring actionable insights to every meeting, beginning with our first presentation. For more information, please visit www.clearbrookglobal.com.

Contact Information