Ryan Hepburn

WST provide their clients with investment advisory services that consists of discretionary asset management through use of equity, fixed-income and balanced (between equity securities such as stocks and fixed-income securities such as municipal and government bonds) portfolios. Their primary strategy is to diversify the portfolio by asset class, geography, market capitalization, and style. The long-term objective of each WST’s strategy is to achieve risk-adjusted returns that exceed those of comparable buy-and-hold strategies, primarily by reducing the experience of volatility that affects markets.

Functions as a College/University

Clearstead believes in diversification across a variety of asset classes using both passive and active strategies. The firm’s in-house research team performs fundamental, qualitative, and quantitative research on economic trends, asset allocation, and manager selection.