Clearstead

Clearstead is a financial advisory firm dedicated to serving wealthy families and leading institutions with comprehensive wealth management and investment consulting services. Their approach is distinctly personalized, integrating tax planning, financial planning, and trust administration with investment management to ensure both immediate financial needs and long-term prosperity are met. Clearstead's commitment goes beyond traditional financial services, focusing on creating and preserving legacies that thrive across generations and communities.

Clearstead offers a range of solutions tailored to the needs of various client segments, from private wealth management to institutional investment consulting and advisory solutions for financial intermediaries. Their private wealth management services aim to build secure legacies through personalized strategies that incorporate tax and financial planning with investment management. For institutions, Clearstead offers investment consulting designed to meet specific return objectives and establish robust governance frameworks. Advisory solutions are crafted to elevate investment strategies and support for financial intermediaries, allowing them to deepen client relationships and enhance strategic planning.

Key features of Clearstead's offering include their ClearSight Analysis, a complimentary service that reviews financial documents and assets to provide actionable recommendations ensuring the longevity of client wealth. Additionally, Clearstead is recognized for its ClearAccess Private Markets Investment Platform, which has been enhanced through partnerships like the one with GLASfunds. Clearstead's services are backed by a national team of professionals operating across 46 states and spread over ten offices, ensuring a broad reach and personalized service.

Clearstead's technical capabilities are supported by a robust team of over 270 employees, including experts from Clearstead Trust and Avalon Trust. With $50 billion in assets under advisement and $24 billion in assets under management as of the end of 2024, Clearstead demonstrates its ability to effectively manage significant portfolios and deliver value to its clients. Their operations are bolstered by in-house research teams that provide insights into market trends, ensuring clients are well-informed and strategically positioned.

In terms of integration options, Clearstead offers accessible portals such as the Sharefile Portal, Evestech Portal, and Cas orion Portal, facilitating seamless client interactions and data management. Their approach to integration ensures that clients have the necessary tools for effective wealth management and investment oversight.