EXECUTIVE SUMMARY

  • Clearstead is prepared for COVID-19, with a long-standing disaster recovery and business continuity plan to ensure client services proceed without interruption.
    • Market volatility, while unsettling, can create opportunities on which we are prepared to capitalize.
      • Many industries have been hurt and are expected to struggle in the near future amid uncertainty, most notably energy and travel companies; other industries are likely to experience disruption of global supply chains.
        • We are following our investment process and rebalancing portfolios as needed
          • Clearstead is Here for Our Clients

          We continue to monitor the COVID-19 situation on behalf of our clients and employees, have taken steps to protect the health of our employees, and have implemented new travel policies.

          To ensure client service is maintained at the highest level, all employees have been updated and are familiar with Clearstead’s Business Continuity Plan. Additionally, we have the infrastructure and technology to serve our clients should it be necessary for the entire Clearstead team to work remotely.

          Click here to read our full update: Clearstead COVID-19 Special Update

          Find Your Clarity

          We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.

          Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

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          1100 Superior Avenue East
          Suite 700 | Cleveland, Ohio 44114
          216-621-1090

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