(303) 530-2400
bernard@claycapmgmt.com

Why We’re Different

Why We’re Different

What sets us apart from other investment advisory firms? There are many things, but we will outline the three most important.

  1. Education. Clay Capital Management, LLC firmly believes that an educated client is a happy client. We want you to know what we are doing, how we are doing it, and, most important, why. We are available to you at any time to answer questions and calm fears. And you can expect at least an annual review of your financial plan. 
  2. Mathematically Correct Solution. We help you, as our client, to design or redesign your portfolios to a "Mathematically Correct Solution" for your retirement needs.  First, the "Mathematically Correct Solution" works to provide a guaranteed income stream for retirement that you cannot outlive and that is steadily increasing. Along with that, the "Solution" seeks to provide growth for your retirement portfolio that will keep up with inflation but, also endeavors to return 100% of your principal over time. Lastly, the "Mathematically Correct Solution" provides for 'liquid' cash money in case of emergency or unplanned events in life.
  3. Independence. We are privately held and are not tied to any proprietary products or services. We work for you. We get to know you, your goals and aspirations, your fears, and concerns, and we work together to create a future that you can live with.

You, as our client, are the most important person in this company. We want to be the last investment advisor you have, and we will work hard every day to make sure that happens.

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