With a rising number of organizations and individuals seeking to align their investments with their core values, Clearstead offers a comprehensive, layered solution that brings to bear our signature rigor and research. Our objective: to help each client realize optimal financial returns with investments that align with their core values and mission, following a clearly defined roadmap that delivers results across multiple points of measure.
Education & Goal Alignment
Rigorous Research
Actionable Strategy
Measurable Results
We’re measuring performance and conduct a meticulous annual audit, showing clients how their funds performed and how those investments were exposed to their risk areas.
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.
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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.
SERVICES
RESEARCH
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1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090
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