(303) 530-2400
bernard@claycapmgmt.com

Who We Are

Who We Are

Clay Capital Management, LLC is a privately owned, fully independent Registered Investment Advisory born from the frustration of its founders with the typical Wall Street broker/salesman mentality.  We provide customized investment counsel to retirees and pre-retirees.

Our clients have grown to trust in our advice and value our innovative thinking. They know we will always put their interests first in helping them achieve their financial goals.

We consider ourselves a boutique investment advisory.  This environment fosters a real, personal interest in our clients. We get to know them individually, their goals, aspirations, and fears. We offer the sophisticated services of a large institution while embracing the enterprising spirit of a small one.

Our close-knit team is rich in talent and experience and knowledgeable in their specific area of expertise. We work hard to give you a unique perspective into your retirement needs.

R. Bernard Clay

R. Bernard Clay has been in the Financial Services Industry since 1978 when he joined Prudential. Along the way, he has worked both as a Stock Broker and Investment Advisor with his series 6, 7, and 63 licenses.

Although Bernard enjoyed working with his clients, educating the public is his real passion; teaching others how the stock market works, how to make wise decisions with their retirement and investment monies, and even how to trade stocks. He found the typical role of “broker/salesman” tied his hands in this regard. With that in mind, Bernard sold his successful brokerage business in 2008 and in the same year founded Clay Capital Management, LLC, a Registered Investment Advisor with the State of Colorado. Bernard has his Series 63 and 65 licenses with the State of Colorado.

Bernard is currently one of only a handful of professionals in Colorado who have received certification from National Social Security Advisors which is dedicated to the training, certification, and continued education of advisors seeking to assist retirees through the complex maze of Social Security.

He is also currently enrolled in the Market Technicians Association Chartered Market Technician (CMT) program and was featured in the March 2014 edition of their magazine “Technically Speaking.”

Michele Clay

Michele Clay, an Investment Advisor in her own right, enjoys her role as the one that makes it all work.  She enjoys getting to know the clients and working with them, answering questions, solving problems, and making sure that the “mountains” of paperwork are turned into “molehills.”

Bernard and Michele have three grown children and two beautiful granddaughters. They live in the beautiful setting of Boulder, CO.

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