Institutional investment consulting

Transparent. Objective. Customized.

We sort through complexities, identify opportunities, and leverage resources to execute a plan that allows your institution’s portfolio to achieve its desired goals. We provide institutions with objective institutional investment consulting through our fee-only advisory model. Clearstead’s integrated service model aligns investment strategies with an organization’s financial, organizational, and cultural priorities.

 

 

Fiduciary Advisors

The role of institutional fiduciaries is increasingly more challenging.

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

What level of discretionary management or sustainable investing solutions is the right balance for your institution?

What should your institution do to ensure that decisions are guided by appropriate spending and governance policies?

Clearstead PRISM OCIO® is an approach for institutional clients in which Clearstead is assigned discretionary management over investment portfolios. Our approach is collaborative, in that we work closely with institutions to develop investment policy and asset allocation guidelines, within which we manage investments. Clearstead PRISM OCIO® allows our clients to outsource investment management so the institution can focus on its organizational and cultural priorities.

Our Engaged Investment Consulting 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 of service within the spectrum of discretion, including our proprietary Clearstead PRISM OCIO® service.

Steadfast Customization

Investment, research, and governance teams work collaboratively with you to design and implement tailored solutions. From sustainable investment solutions, to governance, no issue is too complex to solve.

Clear Measurement

We are constantly collaborating with our in-house research team, who perform fundamental research and measure and monitor portfolio performance, investment managers, and asset allocation. With weekly meetings and disciplined committee structures, our professionals excel in a culture of internal debate and checks and balances.

OPTIMIZE YOUR INSTITUTIONAL 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 provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.

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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