Sardas Family Foundation

Our History

At Clearstead, we have a rich history that spans over three decades. Founded in 1989 as an institutional investment advisor, we have always been committed to providing our clients with the highest quality objective investment advice and research. Over the years, we have grown and evolved to become a leading provider of integrated wealth management services to individuals, families, and institutions.

Our Mission and Values

At the heart of our organization is a strong sense of purpose and values. Our mission is to enable wealthy families and leading institutions to meet their financial objectives, achieve their aspirations, and build stronger futures. We believe that financial well-being is essential to achieving overall well-being, and we strive to make a positive impact on the lives of our clients and their communities.

Our Team

Our team is comprised of experienced professionals who are passionate about helping our clients achieve their financial goals. With a deep understanding of the complexities of wealth management, we work collaboratively to provide customized solutions that address the unique needs of each client. From asset allocation to tax planning, we draw on our expertise to provide strategic guidance and support.

Our Services

At Clearstead, we offer a comprehensive range of services designed to meet the complex financial needs of our clients. Our services include:

• Private Wealth Management: We provide personalized wealth management services to high net worth individuals and families, helping them achieve their financial objectives and build a legacy for future generations.
• Institutional Investment Consulting: We offer tailored investment consulting services to institutions, helping them make informed investment decisions and achieve their financial goals.
• Investment Research: Our in-house research team provides in-depth analysis and insights to help our clients make informed investment decisions.
• Trust Administration: We offer trust administration services to ensure the efficient and effective management of trust assets.

Our Approach

At Clearstead, we take a collaborative approach to wealth management. We believe that every client is unique, with their own set of financial goals and challenges. Our experienced team works closely with each client to understand their needs and develop a customized strategy tailored to their individual circumstances.

Our Achievements

Over the years, we have achieved significant milestones, including:

• Over $4 billion in assets under management
• Over 550 private clients
• Over 125 institutional clients
• 75 employees
• 28 employee and board member shareholders

At Clearstead, we are committed to building long-term relationships with our clients, fostering a culture of excellence, and driving innovation in the financial services industry.