Achieving Institutional Objectives
Through Investment Consulting

Clearstead has a nearly forty-year history of helping institutions achieve their financial objectives, meet their spending needs and maintain the real value of their assets. Our approach includes developing investment policy and asset allocation, selecting investments, and reporting on performance and policy compliance. Clearstead’s services are marked by rigorous governance and institutional quality investment research by our in-house research team. Further, we integrate organizational and cultural considerations with our investment approach.