Using the best thinking of our firm, we design investment portfolios to meet specific client objectives.
Portfolios use high-quality investment managers and individual securities identified through a rigorous research process to narrow investment opportunities to our best ideas.
Our best ideas are then customized to fit a solution to best meet you and your family’s financial objectives.
ENSURING INVESTMENT QUALITY
Clearstead Trust has an independent investment committee to review actions in all trust accounts. This committee meets bi-weekly and builds on information from weekly investment discussions with research, investment, private client, and institutional professionals from our parent company, Clearstead Advisors.
INVESTMENT RESEARCH AND INSIGHTS
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 allocation and 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.
Additionally, Clearstead Advisors’ Research Team produces myriad newsletters on financial topics and a weekly update – Research Corner – on investment and economic trends.
Protecting Your Wealth & Future
At Clearstead Trust, we help you meet your financial objectives and achieve your aspirations, building stronger futures for you and your family.
Wealth Management Services
NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE
Clearstead Trust, LLC, a wholly owned subsidiary of Clearstead Advisors, LLC.
Clearstead Trust is a Maine-chartered non-depository trust company that helps wealthy families meet their financial objectives and achieve their aspirations, building stronger futures for them and their families.
CONTACT US
1 Union Street | Suite 302
Portland, ME 04101
207-775-7200
© Clearstead Trust | All Rights Reserved