Institutional investment consulting

ACHIEVING YOUR OBJECTIVES THROUGH INVESTMENT CONSULTING

We eliminate the complexities of investment management for your institution through our team-based approach and by implementing our research-driven approach in your portfolio.

Not sure what questions to ask of a potential investment consultant for your organization? Contact us for an RFP Template to use as a guide.

 

HOW WE PARTNER WITH YOU

TRADITIONAL CONSULTING

We partner with your organization to develop a custom strategy that aligns with your objectives and targets long-term growth.

DISCRETIONARY MANAGEMENT

Through Clearstead PRISM OCIO®, provide a spectrum of discretionary services to alleviate the burden of investment management on your committee and staff.

RETIREMENT PLANS

As a fiduciary to your retirement plans, we offer customized plan governance and reporting, plan design and investment, and service provider oversight.

LEARN MORE ABOUT OUR INSTITUTIONAL INVESTMENT CONSULTING SERVICES

WE PARTNER WITH YOUR ORGANIZATION TO DEVELOP A CUSTOM INVESTMENT STRATEGY.

YOUR FUTURE IN FOCUS

At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.

Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures.

LEGAL STATEMENT

PRIVACY POLICY

CONTACT US

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

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