THE CLEARSTEAD INVESTMENT PHILOSOPHY
Objective Investment Research

We are independent, objective, and believe in diversification across a variety of asset classes using both passive and active strategies. Our values are central to our process of selecting investment strategies, and we scrutinize managers on the basis of effective investment processes and implementation. Importantly, we are not affiliated with any brokerage firm, we do not have any proprietary funds, and we do not receive compensation from the investment managers that we recommend to ensure our objective perspective. We consider independence to be integral to our effectiveness and fiduciary responsibility, which allows us to provide a fully open architecture platform.

Our investment philosophy is centered around three core descriptive principles: clarity, steadfastness, and discipline.

Objectivity and Experience Drive Clarity

Our team’s repeatable and rigorous process seamlessly integrates the science — the data and other quantitative factors that drive decision making —  with the art, or qualitative factors influencing manager selection, retention and, ultimately, portfolio performance.

Investment Research Unearths Opportunities

Our research analysts and investment team collaborate continuously to review asset classes, return drivers, and manager performance. We’re relentless in bringing new investment ideas to the table, and our people thrive in identifying strategies that help achieve objectives for clients.

Checks & Balances Ensure Discipline

our investment and research teams excel in a culture of internal debate as well as checks and balances. We’re nimble enough to make swift portfolio changes to adapt with shifting financial winds, but steadfast in ensuring we’re not driven by the emotion of the markets.
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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