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Clear Asset Management Enters Distribution Arrangement with Clearbrook Financial

2008-07-23 02:00:00

Clear Asset Management Enters Distribution Arrangement with Clearbrook Financial

Clearbook Financial to distribute three of ClearAM’s long-only equity portfolios.

New York (EMWNews) July 23, 2008 — Clear Asset Management Inc. (ClearAM), (http://www.clearam.com), a majority women-owned equity asset management and research firm, announced today that three of its long-only equity portfolios will be distributed through the Clearbrook Financial, LLC platform. ClearAM’s products will be offered to institutions and high net-worth individuals through advisors that utilize Clearbrook, a Princeton, NJ-based financial services firm that provides portfolio solutions to investment professionals.

“Our agreement ensures that our products will be available through Clearbrook’s extensive advisor network,” said Andrew Corn, CEO of Clear Asset Management. “This will increase our prominence among family offices and investment professionals.”

Our agreement ensures that our products will be available through Clearbrook’s extensive advisor network

“Distribution through Clearbrook Financial is a testament to the strength of our unique investment process – proprietary multifactor models combined with human oversight,” said ClearAM Chief Investment Officer Fred Fraenkel.

The following ClearAM equity portfolios will be distributed through Clearbrook Financial:

  • Large Cap Value
  • Large Cap Growth
  • Mid Cap Growth

An overview of ClearAMs investment process can be found at http://www.clearam.com/InvestmentProcess/strategyoverview.aspx.

About Clear Asset Management:

Clear Asset Management Inc. (ClearAM) is a majority women-owned equity asset management and research firm. At the core of the firm’s investment process are proprietary multifactor models based on academic research, industry best practices, and analytics derived from the holdings of successful investors. The portfolios are managed with human oversight and risk management processes. The products designed from ClearAM’s investment process include style portfolios offered to institutions as separately-managed accounts and Hedge Funds. ClearAM is a Registered Investment Advisor. For more information please visit www.ClearAM.com.

Through its wholly-owned subsidiary, Clear Indexes LLC (Clear Indexes), the company creates and publishes custom indexes that are tracked by exchange-traded funds (ETFs) including (EXB), (CSD), and (CUT). Clear Indexes recently expanded its scope by licensing its intellectual property to Unit Investment Trusts (UITs). For more information, please visit www.ClearIndexes.com.

About Clearbrook Financial:

Clearbrook Financial is an independent financial services firm, providing unique investment products and portfolio solutions to investment professionals who serve institutions and affluent individuals. The firm currently has $10 billion in assets under administration and advisement. For more information, visit www.clearbrookfinancial.com.

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