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.
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:
THESE SUCCESSES ARE REPRESENTATIVE OF OUR DEDICATION TO MAKING CLEARSTEAD A DIVERSE, INCLUSIVE, AND SUSTAINABLE FIRM.
2022 IMPACT REPORT
OUR 2022 IMPACT REPORT SUMMARIZES THE ACTIVITIES OF SUSTAINABLE CLEARSTEAD AND OUR ENDEAVORS WITHIN THAT UMBRELLA
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 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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