YOUR TRUSTED PARTNER FOR FIDUCIARY OVERSIGHT, INVESTMENT MANAGEMENT, PLANNING, AND TRUST SERVICES
As a boutique trust company, Clearstead Trust offers broad expertise in investment management, wealth planning, and trust services to individuals, families, and foundations. We are problem solvers, working on your behalf to help manage the complexity of your financial situation. Our objective is to deliver clear, practical solutions to you, often across multiple generations.
Depending on your individual or family situation, asset allocation objectives, portfolio size, and desired level of risk, we, at Clearstead Trust, design portfolios using a variety of investment instruments to achieve your investment objectives. Where one client may be more comfortable with individual stocks and bonds, another client may desire a hybrid blend of active equity managers and passive index funds.
Drawing on the extensive resources of our parent company, Clearstead Advisors, we have access to a comprehensive suite of services and capabilities. These include global investment research, institutional portfolio construction, and due diligence teams able to evaluate and select the highest-quality public and private asset managers that we in turn can access for our client portfolios.
Whether we are helping you with cash flow planning, looking at longer term retirement projections or undertaking a comprehensive planning exercise (which we call ClearSight), we do so based solely on your needs. As a trust company, the Clearstead Trust team works closely with attorneys, accountants, and other trustees to coordinate and manage investment objectives, tax-efficient gifting, family governance, and generational wealth transfer. Rarely do clients need all these services simultaneously, however we stand by until the time comes to help you with any financial and fiduciary issues.
Clearstead Trust is a State of Maine chartered Trust Company that has been granted powers that enable us to coordinate the investment, tax, and legal issues associated with trust instruments. For example, serving as corporate trustee or co-trustee, we are uniquely positioned to act over multiple generations – giving you the confidence that your assets will be managed and maintained according to your direction for years to come.
As Corporate Trustee or Successor Trustee, we have the authority to acquire or sell trust property, make loans to beneficiaries from a trust, or oversee real estate, a privately held business or an enterprise held in trust.
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CLEARSTEAD TRUST IS STRUCTURED TO PUT CLIENTS’ INTERESTS FIRST THROUGH OUR FEE-ONLY ADVISORY MODEL. WE ARE INDEPENDENT AND BELIEVE THIS IS CENTRAL TO PROVIDING OBJECTIVE ADVICE TO CLIENTS.
1 Union Street | Suite 302
Portland, ME 04101
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