SUSTAINABLE CLEARSTEAD

ASIPRE TO INSPIRE

Our commitment to being good corporate citizens is embedded in the fabric of our firm, and grows as we expand our services, charitable efforts, and firm practices.  We continue to make progress increasing our workforce diversity, promoting women and minority candidates to leadership positions and partners, and supporting our clients and communities.  These successes are representative of our dedication to making Clearstead a diverse, inclusive, and sustainable firm.

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INCREASE IN WORKFORCE DIVERSITY

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FIRM PARTNERS ARE WOMEN

Sustainable Clearstead, established in 2020, is founded upon a pillar structure comprised of four core values: Commitment, Community, Change, and Cause.

COMMITMENT

Our dedicated resources, rigorous analysis, and focus on education has allowed Clearstead to provide guidance for sustainable investments that support the ethical and social goals of our institutional and private clients.

COMMUNITY

As an active corporate citizen, Clearstead supports its neighbors through meaningful charitable giving and encourages our generous employees to share their time and financial expertise with their communities and causes they support. 

CHANGE

Clearstead fosters and strives to advance a culture of inclusion; honest exchanges between employees, clients, and education from the broader DE&I community enables us to reflect and update our policies and practices as our firm evolves. 

CAUSE

The foundation of Clearstead’s success is our employees; we value unique backgrounds and perspectives and embrace our differences to support our employees and help them develop their talents and skills. 

Sustainable Clearstead serves as an umbrella for our various endeavors and to formally recognize our longstanding initiatives:

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The Council will lead diversity and inclusion efforts at Clearstead and foster a shared culture of accepting, respecting, and valuing differences that include age, race, gender, ethnicity, religion, sexual orientation, ability, language, family circumstances, diversity of thought, and cultural backgrounds.

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Through EmpowHER, Clearstead seeks to recruit, retain, and develop women through education, support, mentoring, leadership training, and networking opportunities at every level of the firm. By empowering women, this initiative drives women’s success and, subsequently, the overall success of our clients.

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The Clearstead Foundation supports charitable organizations in our community – including our endowments and foundation, university, and healthcare organization clients. We support these organizations through donations to endowment, events, and other activities.

SUSTAINABLE CLEARSTEAD ENCOMPASES OUR DEDICATION TO OUR COMMUNITIES AND DIVERSITY, EQUITY, AND INCLUSION PRINCIPLES.

2023 IMPACT REPORT

OUR 2023 IMPACT REPORT SUMMARIZES THE ACTIVITIES OF SUSTAINABLE CLEARSTEAD AND OUR ENDEAVORS WITHIN THAT UMBRELLA

YOUR FUTURE IN FOCUS

At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.

Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures.

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

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