Plimsoll Mark Capital

We are Plimsoll Mark Capital, a division of Clearstead…an independent institutional and wealth advisory firm.

We advise nearly 120 institutions and 500 private clients on more than $20 billion of assets. Our institutional clients include retirement funds, endowments and foundations, and healthcare organizations. Our private clients are families, individuals, and related entities.

Our firm was established in 1989 and is owned 100% by its professionals and Board of Directors. Our only source of revenue is fees paid by our clients for financial advice. We are not affiliated with any firm, nor do we receive revenue from any source that impairs our ability to provide objective advice.

Our independence assures our clients of top quality, objective service, in our investment, tax, estate, and financial advice. Our independence also helps us attract and retain top people.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.