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Clearbrook Investment Review

$175 current bid
2 Bids
FMV: $1500

Description of the Item:

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The winner of this package will receive a custom one-time financial and investment review from Clearbrook Global Advisors, a boutique, independent investment advisory firm.

This exclusive review includes:

  • A personal interview to assess your financial goals
  • An in-depth analysis of all household investment portfolios, including 401(k)s, IRAs, taxable accounts, and more

Clearbrook's guidance is typically reserved for large endowments, foundations, corporate retirement plans, and public pension plans. For over fifteen years, Clearbrook has served as the investment advisor to the Third Street Music School Endowment, consistently delivering investment returns that outperform roughly two-thirds of comparable institutions on an after-fee basis.

This service is one-time and non-conflicted. Clearbrook will not solicit an ongoing advisory relationship; this review is provided solely as an independent assessment from an expert team.

About Clearbrook Global Advisors:
Advises on approximately $15 billion in assets
Provides customized investment solutions for institutional investors worldwide
Independent and privately held with no incentive fees or trailers from recommended strategies

Donated By Clearbrook