Clearstead, a financial advisory firm serving wealthy families and institutions, and GLASfunds, an alternative investment platform for financial advisors, has announced significant enhancements to Clearstead’s private market investments platform, ClearAccess.
ClearAccess is a fully integrated platform that combines Clearstead’s institutional investment process and private markets investments manager selection capabilities. Since 2011, Clearstead has partnered with GLASfunds to provide a vehicle for streamlined access to private market investments that were once difficult and burdensome for clients to access.
Clearstead and GLASfunds are partnering to provide an enhanced solution to clients with the objective of lowering costs, improving transparency and consolidating tax reporting, among other things. The ClearAccess platform will allow qualified clients to invest in Clearstead selected private market investments through a new Clearstead client dedicated fund on th
