Our Firm
The name Claybrook Capital originates from a long winding road in our home state of Massachusetts. It is symbolic of the journey we all take through life with twists, turns and unexpected obstacles.
Claybrook Capital is a SEC Registered Investment Advisory firm focused on proactively helping individuals, foundations, and families build, preserve and manage their wealth.
Our goal is to be our clients trusted financial partner, helping to ” connect the dots” between goals and investments. We partner with outsourced expertise to solve unique or non-core needs for our clients.
Our collaborative, comprehensive and proactive approach was developed by our partners, drawing on decades of experience as investment professionals and family office leaders.
Our unique experience in portfolio management, banking, trading , private client and family office services enable us to have a holistic approach, create well researched and income oriented portfolio solutions.
As private investors ourselves, we understand the importance of incorporating liquidity, taxes and fees when evaluating investment performance.
Our primary focus is on income oriented assets and asset allocation.
Objectivity and Independence are paramount
The cornerstone of any successful advisory relationship is objectivity. Our firm is owned and operated exclusively by our employees. This structure of ownership and independence ensures that neither we, nor our recommendations, are influenced by anything other than your best interests.
Collective Experience is Essential
High-value advice comes from the wisdom of collective experience. Our service model is built upon this team approach and has been recognized for excellence by our peers. We believe financial wisdom is gained through collective experience and are pleased to let our hindsight be your foresight.
Discipline is Required
Consistent, long term results are best achieved with a proven and disciplined approach. Our financial consulting process is built around this concept, which enables our clients to remove emotion from their decision making. This approach provides the necessary structure and practices; yet can be customized to respond to each client's unique objectives.