Services
Exclusive Investment Advisory Services
- Item Number
- 750
- Estimated Value
- 1500 USD
- Sold
- 200 USD to dwwj30
- Number of Bids
- 6 - Bid History
Item Description
The winner will receive a custom financial and investment review from Clearbrook Global Advisors. This will include a personal interview and an in-depth analysis of all investment portfolios (401k, IRA, taxable account, etc.) within a household.
Clearbrook's investment guidance is not available to most individual investors, and is typically only offered to large endowments, foundations, corporate retirement plans, and public pension plans. Clearbrook has been the investment advisor to the Third Street Music School Endowment for over 7 years, helping to deliver investment returns that have outperformed roughly 2/3’s of other Endowments and Foundations on an after fee basis. Clearbrook is honored to offer this exclusive service to the lucky winner of this package. Clearbrook will not solicit any bidders for an ongoing advisory relationship, this service should be considered a one-time investment review from an independent and non-conflicted expert.
Clearbrook Global Advisors is a boutique investment advisory firm headquartered in New York City, with offices and staff in Boston, MA, Malvern, PA, and South Korea. The firm currently advises on approximately $30 billion in assets, and helps develop customized investment solutions for institutional investors around the world. Independent and privately held, we serve as advisor and advocate to our clients, with capabilities ranging from full discretionary management, outsourced CIO, ongoing advisory services, and specialized programs. Unlike many brokerage or wealth management firms, Clearbrook advisors receive no trailers or incentive fees from the strategies they recommend for clients. Clearbrook's investment platform is open-architecture, and the team's investment advisors build each portfolio individually utilizing the optimal investment selection for each asset class with a focus on reducing cost to the client.
Item Special Note
Item certificate may be picked up the night of the Gala, mailed via USPS, or picked up at Third Street Music School after May 9 and until June 1 between the hours of 9:30 am and 5:30 pm or by appointment. Items expire a year from the auction close unless otherwise noted.
Donated By:
Clearbrook/Eric Blasberg
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