Founded in 1989 and headquartered in Cleveland, Ohio, Clearstead is an independent financial advisory firm owned and managed by its professionals and board members. Since inception, the firm has been dedicated to objectivity in investment research and advice, with client compensation solely from client advisory fees. This model aligns our interests directly with those of our clients, motivating us to provide the highest quality financial guidance. Clearstead operates through two primary lines of business: institutional consulting and private client services. Currently, we advise approximately $62.3 billion in assets, with $33 billion dedicated to 270 institutional clients—including endowments, foundations, colleges, healthcare organizations, and retirement plans—and $25.3 billion for private clients, encompassing families, individuals, and related entities.