Institutional investment consulting
Transparent. Objective. Customized.
We sort through complexities, identify opportunities, and leverage resources to execute a plan that allows your institution’s portfolio to achieve its desired goals. We provide institutions with objective institutional investment consulting through our fee-only advisory model. Clearstead’s integrated service model aligns investment strategies with an organization’s financial, organizational, and cultural priorities.
The role of institutional fiduciaries is increasingly more challenging.
What level of discretionary management or sustainable investing solutions is the right balance for your institution?
What should your institution do to ensure that decisions are guided by appropriate spending and governance policies?
Clearstead PRISM OCIO® is an approach for institutional clients in which Clearstead is assigned discretionary management over investment portfolios. Our approach is collaborative, in that we work closely with institutions to develop investment policy and asset allocation guidelines, within which we manage investments. Clearstead PRISM OCIO® allows our clients to outsource investment management so the institution can focus on its organizational and cultural priorities.
Our Engaged Investment Consulting Process
Engage & Discover
We apply proprietary discovery processes that help clients best communicate policy, governance, spending and investment challenges unique to their institution. We offer all levels of service within the spectrum of discretion, including our proprietary Clearstead PRISM OCIO® service.
We are constantly collaborating with our in-house research team, who perform fundamental research and measure and monitor portfolio performance, investment managers, and asset allocation. With weekly meetings and disciplined committee structures, our professionals excel in a culture of internal debate and checks and balances.
OPTIMIZE YOUR INSTITUTIONAL INVESTMENT MANAGEMENT
FULL-SERVICE INVESTMENT, RESEARCH, AND GOVERNANCE TEAMS ARE AT YOUR FINGERTIPS. CLICK THE BUTTON BELOW TO REQUEST AN INVITE FOR CONSULTATION.
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