Founded in 2021, Clearstead Trust is a state of Maine-chartered trust company, which is wholly owned by Clearstead Advisors, a financial advisory firm headquartered in Cleveland, OH.
For families and individuals with trust assets, Clearstead Trust provides comprehensive trust administration, corporate trustee services, and investment management. We offer coordination, preservation, and distribution of your assets across generations, ensuring your financial security and empowering future generations with the knowledge to preserve wealth.
Clearstead Trust is a wholly owned subsidiary of Clearstead Advisors, LLC and is not registered with the SEC.
Investment Management
Using the best thinking of our firm, we design investment portfolios to meet specific client objectives. Portfolios use high-quality investment managers and individual securities identified through a rigorous research process to narrow investment opportunities to our best ideas.
Trust Services
Our comprehensive trust services are designed to help meet your objectives and build a strong future. We work with you to provide fiduciary oversight, document review and summaries, trust accounting, income distribution calculation and coordination, account opening, money movement, among other administrative services.
Corporate Trustee Solutions
Clearstead Trust can serve as a corporate trustee and assume all fiduciary duties, so you can be assured that the purpose of the trust will be fulfilled, and that if desired, wealth will be preserved across multiple generations.
Financial Planning & Tax Strategy
If you need an advisor for financial planning, optimizing your tax returns, or coordinating your cash flow, we can leverage the experienced wealth management team of more than 60 professionals at our parent company, Clearstead Advisors, to provide these services.