MISSION / VALUES

OUR MISSION

We believe that the key to bold and transformative financial health starts with complete objectivity and commitment to hard work on behalf of our clients:  the day-to-day investment management integrated with organizational priorities and family aspirations. Our mission is to provide superior solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves. We are fundamentally improving the financial health and well-being of our clients — leading them with clarity and steadfastness as they fulfill their personal and institutional objectives.

 

OUR VALUES

AUTHENTIC

We are employee and board-owned and free from obligations to profit from selling financial products.  We work as a team, honor commitments, and are integrative. Our rigorous and collaborative approach is at the heart of everything we do.

STEADFAST

We adhere to the values of truthfulness, integrity, and clarity with our team and clients. We strive to understand our clients’ financial lives, to listen with empathy, and to respond with service and advocacy for each family and individual, each institution, and for society as a whole. We celebrate our role as stewards of our clients’ financial health.

INCLUSIVE

We believe a variety of perspectives contribute to the success of our clients and are dedicated to fostering a workforce and culture that encourages diversity.

INNOVATIVE

We pursue continuous and practical innovation, drawing on our expertise in financial services to be thoughtful advocates on behalf of our clients.

 

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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