OUR STORY
ClearTrust, LLC is an award-winning, full-service stock transfer agent, serving public and private companies and community banks.
ClearTrust offers robust shareholder record keeping and compliance services to growing issuers, with services that include online account access, compliance support, corporate governance consulting, paying agent services, corporate action processing, DRIP maintenance, proxy administration, assistance with DTC eligibility, and solving unique issuer problems. Our founders were motivated to create a positive difference in the securities industry rooted in decency, helpfulness, and integrity.
OUR MISSION
ClearTrust gives peace of mind through exceptional shareholder services.
OUR VISION
We will be the clear and trusted solution to every shareholder services need.
OUR VALUES
Gratitude: We are grateful people, appreciating opportunities and embracing challenges.
Flourishing: ClearTrust exists to see our team and their families flourish. Profits are a biproduct of this higher aim.
Relationships: More than transactions, we build enduring partnerships with our clients and stakeholders rooted in trust.
Mastery: We are experts in our field who pursue mastery through continuous learning. We deliver work and services of the highest caliber.
THE GOLDEN RULE
More than anything, we treat others with compassion, empathy, and respect, guided by the timeless biblical principle of the Golden Rule.
We have taken the industry’s best practices to a new level.
ClearTrust, LLC is registered with the Securities Exchange Commission and is an active members of the Securities Transfer Association.
Our long-term, experienced staff is knowledgeable about what our issuers face on a daily basis, consistently delivering results that actually make a difference. Our management team has extensive experience in the stock transfer industry and provides insight into the driving forces that our issuers face.
We have established a reputation for best practices in delivering solutions and services that address real-world needs of issuers. Our customer-driven services
extend beyond traditional shareholder maintenance to cure pain points that issuers suffer in our industry today.