Clearbrook Capital Advisors LLC (CCA) is a registered investment advisor based in Massachusetts. The firm’s services are designed to meet each client’s specific needs in the investment management process.
The business is focused on serving individuals, trusts, endowments, pension plans and small businesses. With these goals in mind, CCA provides its clients with a detailed investment plan in order to create sustainable long-term financial success.
Financial independence means different things to different people. At CCA it means understanding what your goals and aspirations are and helping you achieve them. CCA views these personal relationships with compassion and discipline in order to provide financial freedom.
The firm seeks to employ an investment strategy that balances bottom-up stock selection with an evaluation of general market conditions.
Clearbrook believes in balancing the fundamentals of bottom-up investing against the backdrop of stock market cycles. Clearbrook applies methods of technical analysis in its security selection and market analysis. Generally, the firm seeks investment in companies whose securities it believes are undervalued by the market and can be acquired at a discount to its estimate of intrinsic value.
Our strategy is to look for investments in companies experiencing periods of growth in their businesses. However, we will seek investments in any situation where we feel the opportunity for reward sufficiently outweighs the corresponding risk.
With over 15 years of investment experience, Eric focuses his research on building suitable portfolio’s based on each clients goals. Eric has experience in creating and implementing financial plans for all types of clients and seeks to maintain a high level of risk management. Eric graduated from the University of Massachusetts at Amherst with a Bachelor of Science degree and from Brandeis University with a Master of Science in Finance.
36 Lakin Street, Needham, MA 02494.