STEADFAST CLARITY FOR YOUR COMPLEX WORLD

Wealthy Individuals & Families

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 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.

Healthcare Organizations

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.

Retirement Plans

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.