STEADFAST CLARITY FOR YOUR COMPLEX WORLD
BILLION IN ASSETS UNDER ADVISEMENT
NUMBER OF EMPLOYEES
STATES WITH CLIENT REPRESENTATION
*As of 12/31/22
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 employees tackle complex investment, financial, tax, and governance needs for our institutional and private clients.
We are distinguished by our integrated investment consulting and wealth management services, which are supported by dedicated research analysts who work with our investment, financial planning, and tax teams to help clients achieve their objectives.
PRIVATE WEALTH MANAGEMENT
We offer comprehensive, multi-generational wealth planning services that integrates clients’ financial and estate planning, tax, family administration, and investments under one roof.
INSTITUTIONAL INVESTMENT CONSULTING
We integrate investment advice and fiduciary oversight with an institution’s financial, organizational, and cultural priorities.
OCIO / DISCRETIONARY
Our Clearstead PRISM OCIO® service allows institutions to handle essential responsibilities of their plan, while Clearstead handles the management of investment portfolios according to customized policy objectives. 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
INVESTMENT RESEARCH TEAM
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.
Our in-house research team performs fundamental, qualitative, and quantitative research on economic trends, asset allocation, and manager selection.
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.
FIND YOUR CLARITY
Clearstead is structured to put client’s interests first through our fee-only advisory model. Clearstead is independent and believes this is central to providing objective advice to its clients.
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.
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114