STEADFAST CLARITY FOR YOUR COMPLEX WORLD

BILLION IN ASSETS UNDER ADVISEMENT

PRIVATE CLIENTS

INSTITUTIONAL CLIENTS

STATES WITH CLIENT REPRESENTATION

*As of 12/31/17

Clearstead is a leading institutional and private client advisory firm.  We are relentless in providing superior solutions so clients can exceed their aspirations, and build stronger legacies for their families, their communities, and themselves.  We do so with our authentic, steadfast, and innovative employee and board-member owned firm of nearly 80 professionals who work to tackle complex investment, financial, tax, and governance needs of our institutional and private clients.

CLIENT SERVICES

We are distinguished by our integrated investment approach, powered by dedicated research analysts working with our investment, planning, and tax teams to enhance the performance of client portfolios

PRIVATE WEALTH MANAGEMENT

We focus on multi-generational planning that integrates clients’ investment, tax, and planning pieces under one roof.

INSTITUTIONAL INVESTMENT CONSULTING

We integrate investment advice with organizational and financial priorities to identify and implement sound strategies.

OCIO / DISCRETIONARY

Our OCIO service acts as a powerful extension to institutions. Research drives our decision making.

401K AND RETIREMENT

 Fiduciary responsibility delivered with transparency in our oversight, all while offering guidance and clarity. 

RESEARCH

Investment research is the engine of our organization and connects our institutional and private clients.  Our research team develops our best thinking on asset allocation and investment managers to navigate markets and deliver competitive results.

INVESTMENT PHILOSOPHY

We are independent, objective, and believe in diversification across a variety of asset classes using both passive and active strategies.

RESEARCH PROCESS

Our in-house research team performs fundamental and quantitative research on economic trends, asset allocation, and manager selection.

OUR CLIENTS  

Wealthy Individuals & Families

We bring an institutional investment approach to private client portfolios and integrate it with tax, estate, and financial counsel. With robust and thorough tax planning and research capabilities, our advisors understand complex estate structures at a deep level, as well as the purpose of each entity within that structure. Strategy starts with our proprietary ClearSight analysis which uncovers tax savings and provides our financial team with customized investment insights to meet clients’ cash flow and legacy planning needs.

HIGHER EDUCATION

College and university endowment boards face ever-increasing fiduciary challenges including enrollment fatigue, increased competition and infrastructure challenges that strain budgets and exert insurmountable pressure on institutional leadership. From full discretion, to a hybrid approach that grants discretion within specific guidelines, we help navigate reasonable spending and governance policies and implement socially responsible investing.

FOUNDATIONS AND ENDOWMENTS

Clearstead offers a turnkey approach to managing the investments of foundations and endowments. We bring the breadth, depth, experience, and rigor of our research and investment teams to our clients, simplifying complex issues and making the reporting process easier. Better investment results create better goodwill with donors and within the community. Our oversight frees the foundation staff to work toward their organization’s mission, secure in the knowledge that their investments are optimized.

Healthcare Organizations

We serve more than 20 healthcare institutions and nearly $3 billion of healthcare assets. Our strength is with organizations whose financial professionals and trustees must juggle complex issues and need proficient help overseeing various pools of investable assets. We understand the complexities of healthcare institution finances because integrating a healthcare organization’s balance sheet assets, endowment and retirement funds with financial statement considerations is paramount. Designing and implementing flexible and appropriate asset allocation plans is at the core of how we work with healthcare organizations.

Find Your Clarity

We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.

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Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

LEGAL STATEMENT

PRIVACY POLICY

CONTACT US

1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090

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