Institutional investment consulting

Transparent. Objective. Optimized.

We sort through complexities, leverage opportunities, and identify resources to execute a strategy that allows your institution’s portfolio to achieve optimal performance. We provide prominent institutions with objective investment management through our fee-only advisory model. Clearstead’s integrated service model provides clients with steadfast clarity that aligns and optimizes investment strategies to meet real-time and future institutional aspirations. Services delivered from our passionate, steadfast team who work tirelessly to align investment policy, asset allocation and investment manager selection with organizational priorities.

 

 

The role of institutional fiduciaries in governing and managing endowments and foundations is becoming increasingly more challenging due to changing demographics, rising costs and demands on infrastructure.

How can you best streamline investment management and properly assign responsibilities among trustees, professional staff, and advisors?

What spectrum of discretion or responsible investing solutions is the right balance for your institution’s unique makeup?

What should your institution be doing to ensure that spending policies and proper governance are guiding decision-making?
Our Clearstead Prism OCIO service provides a customized solution for our Institutional clients

The Clearstead Engaged Process

Engage & Discover

We apply proprietary discovery processes that help clients best communicate policy, governance, spending and investment challenges unique to their institution. We offer all levels along the discretionary spectrum, including our proprietary our proprietary Clearstead Prism OCIO service.

Steadfast Customization

With discovery complete, our team’s 29-year history providing customized institutional advisory solutions is activated. Investment, research, and governance teams work collaboratively with you to design and implement tailored solutions. From responsible investment solutions, to governance, no issue is too complex to solve.

Clear Measurement

We’re constantly collaborating with our in-house research team, measuring and monitoring portfolio performance, investment managers and asset allocation. With weekly meetings, fundamental and quantitative research, and disciplined committee structures, our professionals excel in a culture of internal debate and checks and balances.

OPTIMIZE YOUR INVESTMENT MANAGEMENT

FULL-SERVICE INVESTMENT, RESEARCH, AND GOVERNANCE TEAMS ARE AT YOUR FINGERTIPS. CLICK THE BUTTON BELOW TO REQUEST AN INVITE FOR CONSULTATION. 

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.

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CONTACT US

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

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