STEADFAST CLARITY FOR YOUR COMPLEX WORLD
Clearstead is an institutional investment consulting 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.
Wealthy Individuals & Families
Our private clients benefit from our rigorous institutional investment consulting 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 financial goals and aspirations.
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 discretionary management (our Clearstead PRISM OCIO® approach) to hybrid arrangements that grant discretion within specific guidelines. Clearstead also has experience in introducing and implementing sustainable investing 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.
We advise health 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.
We apply a service model customized to meet a retirement plan’s specific needs. This approach allows plan sponsors to focus on managing other human resource functions, secure in the knowledge that retirement plan tasks have been handled with diligence. We partner with clients to offer plan governance and reporting, plan design, and investment and service provider oversight. We serve as a fiduciary to the plan and take that responsibility very seriously.