Thank you for your support and business in 2020.
We would like to share with you our Annual Firm Update, which summarizes our Firm’s initiatives and efforts in 2020.
We believe we acted quickly and well to the challenges of the pandemic. While helping ensure the safety of our employees and changing many of our business routines, we were able to make important upgrades to our investment process, hire twelve professionals, and initiate the Clearstead Scholarship to benefit students of color at Ohio colleges.
We move forward in 2021 stronger than ever and are grateful for our clients, colleagues, and friends in the business community.
Read here: Annual Firm Update – Review of 2020
As we begin the new year, we continue our commitment to providing objective investment research and client advice, and to continuous improvement in our service to clients.
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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.
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1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090
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