Our partnership with Clearstead has been really productive, and Jean Heath is hitting the ground running with the firm’s sophisticated tax-advantaged GIPS-compliant SMA model portfolio business. Looks like 2025 will be an exciting year of growth for the firm given this investment capability that is unique and in demand by ultra high net worth clients. Clearstead is at the cutting edge of bringing sophisticated institutional-grade investment advice that used to be only available to single-family offices to high net worth clients through their advisors.
Great reporting by Emile Hallez and the team at InvestmentNews!