At Clearstead, we are excited about our new brand and its reflection of our firm’s mission and reputation. We welcome the opportunity to share with you the rationale behind this effort and the opportunities that we think it presents for our collective future.

Q: Why is Hartland rebranding itself as Clearstead?

A: Since our inception as a small, proprietor-owned enterprise, we have grown substantially, both in size and reputation. We are an emerging national leader in institutional and private client advisory services. Our footprint has expanded well beyond the Cleveland area – where the Hartland name is well known — into several other cities, a trend we expect to continue. Our new brand is a natural progression reflecting that growth and better communicates who we are as a company.

Q: Does this mean Hartland has been sold?

A: No. Our firm has not been sold or acquired. We remain an employee and board member-owned firm and will continue to offer objective, independent, thoroughly researched advice that has been our hallmark since our inception.

Q: How did you select the firm’s new name?
A: We wanted our name to reflect what we consider to be the core values of our company: objective, transparent, steadfast guidance through all aspects of our relationship with our clients. The new name is a conjunction of clarity and steadfastness, and communicates what we view as our most important characteristics as stewards of our clients’ financial health.
Q: What does the rebranding mean for me, the client?

A: As our firm expands in scope, capacity, and reputation, we are better able to oversee and execute complex financial, tax, and governance solutions on behalf of our clients. The professionals in our Institutional Client Group and our Private Wealth group work together symbiotically, and the combined power of their expertise is brought to bear on all our clients. Our in-house research team is quantitatively focused, tempered with the qualitative value of decades of experience and practical judgment. Analysts work with our investment team to enhance our clients’ portfolios. Our bench is deeper, our reach is longer, and our institutional knowledge has expanded.

Q: What is new about the firm?

A:  Over the past several years, we have increased our capacity and now are offering an array of sophisticated investment and planning solutions. Each of these offerings is aligned with our new brand and serves our mission as an independent, objective adviser. In addition to our robust investment and planning solutions, we’ll be creating roundtables and panels on timely industry topics. We’ll continue communicating these trends to our clients through our newsletter, ClearPoint (formerly Standpoint), as well as other publications, but we’ll also broaden our communications to social media.

Q: What hasn’t changed?

A: Clearstead, like Hartland, remains an employee and board member-owned firm free from obligations to sell a parent company’s financial products. Our only profit motive is — and always has been — to provide the best advice possible to our clients. This independence, driven by a collaborative approach to solving our clients’ problems, creates the objectivity that lies at the heart of everything we do.

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