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 a customized "Mathematically Correct Solution" and retirement 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 to make wise decisions with their retirement and investment monies. 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, along with his team, 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.