CLEARSTEAD ADVISORS, LLC

Description: Financial services namely, investment advisory services; Financial portfolio management services; Providing information and analysis in the fields of financial planning, financial investment strategy, wealth management, and strategic financial philanthropy, insurance administration, and estate planning

Description: Financial investment services, namely, providing private client and institutional investors with investment opportunities in third party managed illiquid alternative asset funds

Description: Private client wealth management services, namely, integrated tax planning and tax preparation; family office services, namely, bookkeeping, partnership accounting, and trust accounting | Institutional financial advisory services via traditional consulting and discretionary service models, namely, financial portfolio management, financial planning, financial management advice and consulting, asset allocation and investment management advice; private client financial advisory services, namely, financial portfolio management, financial planning, financial management advice and consulting, asset allocation and investment management advice; family office services, namely, bill payment coordination and money movement coordination

Description: Providing outsourced portfolio management solutions to clients in the nature of financial portfolio management services via a discretionary service model, namely, investment policy design and review, asset allocation, portfolio construction, portfolio rebalancing, portfolio risk management, portfolio performance reporting, and coordination and execution of portfolio account transactions

Description: Financial services, namely, financial analysis; providing portfolio and investment management services; providing portfolio and investment management services through use of proprietary quantitative software; providing financial asset and wealth management advisory and consulting services through use of proprietary quantitative software; financial portfolio management and support services provided through use of proprietary quantitative software, namely, the analysis, creation, management, monitoring, accounting and rebalancing of investment portfolios; risk assessment and allocation of assets among various investment classes; financial portfolio management and support services utilizing strategic beta indexing in combination with risk management techniques and processes to mitigate investor downside risk; financial portfolio management and support services designed to provide and capture superior upside value using advanced factor investing while giving investors cost-effective downside protection; financial portfolio management and support services that uniquely combine asset class momentum, adaptive trend following and tail risk hedging factors to give an optimal risk adjusted performance profile; financial portfolio management and support services utilizing a rule-based model with multi-layered risk management to quantitatively analyze the costs-to-benefits of various methods of providing investors with downside protection; financial portfolio management and support services provided through use of proprietary software, utilizing strategic beta indexing in combination with risk management techniques and processes to mitigate investor downside risk; financial portfolio management and support services provided through use of proprietary software, designed to provide and capture superior upside value using advanced factor investing while giving investors cost-effective downside protection; financial portfolio management and support services provided through use of proprietary quantitative software that uniquely combines asset class momentum, adaptive trend following and tail risk hedging factors to give an optimal risk adjusted performance profile; financial portfolio management and support services provided through use of proprietary quantitative software following a rule-based model with multi-layered risk management to quantitatively analyze the costs-to-benefits of various methods of providing investors with downside protection

Description: "ASSET MANAGER"

Description: Financial services, namely, investment advice, investment management, funds investment, investment consultation, financial planning, financial analysis, investment brokerage and investment of funds for others; financial services, namely, wealth management services; investment services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, options, and indices of financial securities; investment advice and management in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, options, and indices of financial securities; financial investment analysis and stock research; financial analysis namely, compiling and analyzing statistics, data and other sources of information for financial purposes; providing information and analysis in the fields of finance, investment financial planning, and investment strategy; providing portfolio management services; estate planning services

Description: Financial services, namely, investment advice, investment management, funds investment, investment consultation, financial planning, financial analysis, investment brokerage and investment of funds for others; financial services, namely, wealth management services; investment services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, options, and indices of financial securities; investment advice and management in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, options, and indices of financial securities; financial investment analysis and stock research; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; providing information and analysis in the fields of finance, investment financial planning, and investment strategy; providing portfolio management services; estate planning services