Responsible Investing
financial returns and a positive societal impact
What is Responsible Investing? Responsible Investing is an investment approach that considers environmental, social and corporate governance (ESG) criteria to generate long-term competitive financial returns and positive societal impact.

With a rising number of organizations and individuals seeking to align their investments with their core values, Clearstead offers a comprehensive, layered solution that brings to bear our signature rigor and research. Our objective: to help each client realize optimal financial returns with investments that align with their core values and mission, following a clearly defined roadmap that delivers results across multiple points of measure.

We recognize that our clients are juggling demands from multiple stakeholders as well as their own day-to-day operations. That is why we listen to client objectives first and then walk them through Clearstead’s Responsible Investing Process. At every step, we make the process seamless, transparent, and easily understood.
The Clearstead Responsible Investing Spectrum

Education & Goal Alignment

From board members to customers, organizations today must juggle priorities across many different stakeholders. We believe committee education and discussion is key to aligning goals and setting objectives.

Rigorous Research

Once clients agree on their current appetite for RI, our research and investment teams gets to work. With full collaboration with our research team, we apply the same disciplined, institutional approach, to ensure portfolio performance remains top of mind.

Actionable Strategy

We construct portfolios to align with  your customized strategy and develop desired check-ins with clients who may want to move along the spectrum.

Measurable Results

We’re measuring performance and conduct a meticulous annual audit, showing clients how their funds performed and how those investments were exposed to their risk areas. 

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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