THE CLEARSTEAD Research Process


Our research & analysis team is the foundation of ensuring the success of our clients’ investment portfolios. This function is not outsourced; it’s the engine of our organization. With weekly meetings, deep fundamental and quantitative research, and disciplined committee structures, our professionals excel in a culture of internal debate and checks and balances. We’re nimble enough to make swift portfolio changes to adapt to changing markets, but steadfast in ensuring we’re not driven by emotions.

This team takes pride in the ability to work for a firm that is independent, giving them the freedom to match discipline with creativity. By bringing new investment ideas to the table that challenge the status quo, we are able to introduce and integrate new opportunities to both institutional and private client portfolios.

What sets our team apart is their attention to the science – the numbers – and art, the qualitative factors that influence manager selection and retention and, ultimately, portfolio performance.

Economic Research

Our analysts examine economic and market conditions to assess the attractiveness of markets

Asset Allocation Research

This highly analytical, market-driven process researches asset classes:  US equities, international equities, fixed income, and alternative investments.  We develop portfolios using both quantitative and qualitative inputs.

Manager Research and Selection

We’re relentless in our research of investment strategies – meeting and vetting managers. We use the Clearstead Research Principles to guide us. 


Defining and documenting client objectives

Before we can create a roadmap, we need to know where we’re going. We thoroughly examine our clients’ spending needs, legal constraints, beliefs, culture, and time horizon. We then set goals that factor in inflation and fees with an emphasis on assessing and controlling risk. And we create relevant, peer-based benchmarks to assess performance.

Investment Strategy Development

Once we have a clear set of objectives and benchmarks, we begin careful construction of the portfolio using two basic inputs: one that is quantitative, based on the Black-Litterman model, and one that is qualitative, based on the input of the professionals on our Investment Research Committee. We synthesize these two streams of thought to optimize asset allocation, including a clear rationale for how each asset will help the client achieve its objectives.

Tactical Asset Allocation

Once the portfolio is built, the real work begins. We monitor and adjust asset allocations based on input from the Investment Research Committee and Asset Allocation Committee, which meet regularly to discuss positioning of portfolios, capturing short-to-medium-term opportunities while maintaining a long-term view point.

Investment Manager Research

Our due diligence process for investment managers considers both statistical data and intangibles that contribute to sustainable success. We factor in their investment philosophy and methodology and check to see whether they practice what they preach. In addition to in-person assessments and on-site visits, we also vet investment managers and strategies through the IRC and only select those who earn its stamp of approval. Our independence ensures objective analysis. Through our experience, we have created the Clearstead Research Principles” to guide us.

Clearstead’s Research Principles


The beliefs, values, and behaviors that differentiate one organization from another that will produce the results that are best for our clients.


Successful firms create an environment where talented professionals can achieve results that are good for the client, the firm and themselves.


A disciplined, enduring investment process that can be repeated by successive generations and raises confidence in the expected returns.


Strong portfolios are constructed, managed, and reviewed in a manner that is consistent with the highest fiduciary standards.


Incorporating the principles of responsible investing into portfolio decisions may better align the clientwith the broader objectives of society.


Investment results reflect a firm’s ability to help its clients meet their long-term objectives.

Find Your Clarity

We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.

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.




1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114