THE CLEARSTEAD INVESTMENT PHILOSOPHY

Objective Investment Research

We are independent, objective, and believe in diversification across a variety of asset classes using both passive and active strategies. Our values are central to our process of selecting investment strategies, and we scrutinize managers on the basis of effective investment processes and implementation. Importantly, we do not receive compensation from any investment manager or third party to ensure our objective perspective. We consider independence to be integral to our effectiveness and fiduciary responsibility, which allows us to provide a fully open architecture platform.

Our investment philosophy is centered around three core descriptive principles: clarity, steadfastness, and discipline.

Objectivity and Experience Drive Clarity

Our team’s repeatable and rigorous process seamlessly integrates the science — the data and other quantitative factors that drive decision making —  with the art, or qualitative factors influencing manager selection, retention and, ultimately, portfolio performance.

Investment Research Unearths Opportunities

Our research analysts and investment team collaborate continuously to review asset classes, return drivers, and manager performance. We’re relentless in bringing new investment ideas to the table, and our people thrive in identifying strategies that help achieve objectives for clients.

Checks & Balances Ensure Discipline

our investment and research teams excel in a culture of internal debate as well as checks and balances. We’re nimble enough to make swift portfolio changes to adapt with shifting financial winds, but steadfast in ensuring we’re not driven by the emotion of the markets.

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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