STEADFAST CLARITY FOR YOUR COMPLEX WORLD
Clearstead is an institutional and private client advisory firm. We are relentless in providing superior solutions so clients can exceed their aspirations, and build stronger legacies for their families, their communities, and themselves. We do so with our authentic, steadfast, and innovative employee and board-member owned firm of nearly 80 professionals who work to tackle complex investment, financial, tax, and governance needs of our institutional and private clients.
Wealthy Individuals & Families
College and university endowment boards face ever-increasing fiduciary challenges including enrollment fatigue, increased competition and infrastructure challenges that strain budgets and exert insurmountable pressure on institutional leadership. From full discretion, to a hybrid approach that grants discretion within specific guidelines, we help navigate reasonable spending and governance policies and implement socially responsible investing.
FOUNDATIONS AND ENDOWMENTS
Clearstead offers a turnkey approach to managing the investments of foundations and endowments. We bring the breadth, depth, experience, and rigor of our research and investment teams to our clients, simplifying complex issues and making the reporting process easier. Better investment results create better goodwill with donors and within the community. Our oversight frees the foundation staff to work toward their organization’s mission, secure in the knowledge that their investments are optimized.
We serve more than 20 healthcare institutions and nearly $3 billion of healthcare assets. Our strength is with organizations whose financial professionals and trustees must juggle complex issues and need proficient help overseeing various pools of investable assets. We understand the complexities of healthcare institution finances because integrating a healthcare organization’s balance sheet assets, endowment and retirement funds with financial statement considerations is paramount. Designing and implementing flexible and appropriate asset allocation plans is at the core of how we work with healthcare organizations.