Providing the highest standards of fiduciary oversight, investment management advice, and trust services in a secure and enduring manner.
Led by an experienced group of financial professionals, Clearstead Trust’s goals are simple: To build and protect our clients’ wealth over time.
We know that wealthy families and institutions are often faced with endless choices when seeking wealth management and trust services. We recognize that the decision about what to do with their precious and hard-earned capital can be overwhelming and confusing. At Clearstead Trust, we aim to help our clients cut through the complexity by offering clear, practical solutions at a fair price.
In collaboration with our parent company, Clearstead Advisors, Clearstead Trust maintains a due diligence process whose purpose is to identify high-quality investments that meet our thoughtfully determined growth targets and safety standards in an objective manner. We then combine these carefully selected investment opportunities with our high-quality fiduciary and planning services. Simply put, Clearstead Trust wants to be positioned to look out for our clients’ best interest at every turn in the road.
As a state of Maine chartered Trust Company, we have privileges that enable us to provide a broad range of services and deliver them in a way that makes our clients’ lives easier. With our trust powers, we can also provide our clients with permanent solutions for the safekeeping of their assets so that they know that we will be here to guide the future generations of their family for years to come.