STEADFAST CLARITY FOR YOUR COMPLEX WORLD

BILLION IN ASSETS UNDER ADVISEMENT

PRIVATE CLIENTS

INSTITUTIONAL CLIENTS

STATES WITH CLIENT REPRESENTATION

*As of 12/31/19

CLEARSTEAD-FAVICON-LARGE

Clearstead is an institutional and private wealth management firm. We are relentless in providing financial solutions so clients can exceed their aspirations and build legacies for their families, organizations, communities, and themselves. Our firm is majority-owned by its employees, who tackle complex investment, financial, tax, and governance needs for our institutional and private clients.

CLIENT SERVICES

We are distinguished by our integrated investment approach, supported by dedicated research analysts who work with our investment, financial planning, and tax teams to enhance the performance of client portfolios

PRIVATE WEALTH MANAGEMENT

We focus on multi-generational services that integrates clients’ financial and estate planning, tax, and investments under one roof.

INSTITUTIONAL INVESTMENT CONSULTING

We integrate investment advice and fiduciary oversight with an organization’s financial priorities.

OCIO / DISCRETIONARY

Our Clearstead PRISM OCIO® service is a powerful extension to institutions. Clearstead’s investment research best ideas are filtered through the prism of client priorities, risk tolerance, and goals to deliver custom solutions.

401K AND RETIREMENT

We help plan sponsors meet their fiduciary responsibilities by developing and implementing effective investment programs, advising on best governance practices, and providing clear and effective reporting.

INVESTMENT RESEARCH ADVISORS

Clearstead has a central in-house research function that serves both our institutional and private clients. Our research analysts conduct fundamental and quantitative research to deliver our best thinking on capital market expectations, asset allocation, and investment manager selection to our clients.

INVESTMENT PHILOSOPHY

We are independent, objective, and believe in diversification across a variety of asset classes using both passive and active strategies.

RESEARCH PROCESS

Our in-house research team performs fundamental, qualitative, and quantitative research on economic trends, asset allocation, and manager selection.

OUR CLIENTS  

Wealthy Individuals & Families

Our private clients benefit from our rigorous institutional investment approach integrated with financial and estate planning, tax, and investments. Every client is served by a team of investment, tax, and financial planning professionals. Client relationships begin with our proprietary ClearSight analysis which provides custom investment insights, planning observations, and tax savings to meet clients’ unique investment goals and aspirations.

HIGHER EDUCATION

College and university endowments face enrollment pressures, increased competition, and rising infrastructure costs that strain budgets and exert pressure on institutional leadership. We assess these challenges and integrate them with our investment approach, developing spending, asset allocation and governance policies to meet institutional objectives with appropriate risk.  We work with institutions in a variety of ways, from full discretion (our Clearstead PRISM OCIO® approach) to hybrid arrangements that grant discretion within specific guidelines. Clearstead also has expertise in introducing and implementing responsible investment programs for college and university endowments.

FOUNDATIONS AND ENDOWMENTS

We integrate our rigorous investment approach – investment policy, asset allocation, investment selection, and reporting – with the organizational, social, and cultural priorities of our clients.  We frequently serve as the de facto investment staff for endowment and foundation clients, enabling the organization’s staff to focus on their mission, while relying on Clearstead to manage their investment approach.

Healthcare Organizations

We serve more than 20 healthcare institutions and nearly $3 billion of healthcare assets. We advise the organization’s trustees and staff who juggle complex financial, organizational, and cultural challenges. We understand healthcare finances and integrate investments with balance sheet and organizational priorities. Designing and implementing flexible and appropriate asset allocation strategy is at the core of our approach.

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.

LEGAL STATEMENT

PRIVACY POLICY

CONTACT US

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

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