THE CLEARSTEAD INVESTMENT PHILOSOPHY

Objective Investment Research

We believe in diversification across a variety of asset classes, including the prudent use of passive and the skillful use of active strategies, to reduce portfolio volatility and produce optimal risk-adjusted returns. Independence and objectivity are central to our process of selecting investment strategies, and we scrutinize managers on the basis of effective investment processes and implementation. Importantly, we do not share compensation with any investment manager or third party of any kind to ensure an objective perspective. We consider independence to be integral to our effectiveness and industry credibility, and that allows us to provide a fully open architecture platform.

Our investment philosophy is centered around three core descriptive principles: clarity, steadfastness, and discipline.

Objectivity and Experience Drive Clarity

Our team’s repeatable and rigorous process seamlessly integrates the science — the data and other quantitative factors that drive decision making —  with the art, or qualitative factors influencing manager selection, retention and, ultimately, portfolio performance.

Investment Research Unearths Opportunities

Our research analysts and investment team collaborate continuously to review asset classes, return drivers, and manager performance. We’re relentless in bringing new investment ideas to the table, and our people thrive in identifying strategies that help achieve objectives for clients.

Checks & Balances Ensure Discipline

our investment and research teams excel in a culture of internal debate as well as checks and balances. We’re nimble enough to make swift portfolio changes to adapt with shifting financial winds, but steadfast in ensuring we’re not driven by the emotion of the markets.

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

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