NOTE: OUR FIRM'S INVESTMENT OUTLOOK WAS FEATURED IN THE WALL STREET JOURNAL ON APRIL 1, 2016 here or here.
ABOUT US
K. D. Clewley Capital Management is an independent, fee only investment adviser based in San Diego, CA. Our firm manages $75 million in assets for clients.
As a registered investment adviser, our firm is a fiduciary for our clients. This means that we have a legal obligation to act in the best interests of our clients and provide investment advice in our clients' best interests.
We manage investment accounts for individuals, families, and trusts. Minimum initial account size is $200,000.
INVESTMENT STRATEGY
Unlike many investment managers, we use forward-looking economic indicators that have allowed us to forecast both recessions and economic recoveries in a timely manner.
RETIREMENT PLANNING
Retirement planning can be difficult. We simplify it by providing straightforward, customized resources to help you decide when to retire, and calculate how much spending money you are likely to have in order to fully enjoy retirement. Retirement can last 30+ years. We provide a snapshot of accounts at TD and elsewhere, pensions, Social Security, rental income, and other sources of income and expenses. Retirement planning is provided at no additional charge to clients.
PREVIOUS WALL STREET JOURNAL INTERVIEW
Kevin Clewley was interviewed by Alex Coppola of the Wall Street Journal in 2015 regarding how geopolitical events can impact returns and our outlook for the economy and stock prices at this link, or at this link.
ALL CLIENT ACCOUNTS ARE HELD AT TD AMERITRADE INSTITUTIONAL OR A SIMILAR LARGE, WELL KNOWN CUSTODIAN
K. D. Clewley Capital Management doesn't take custody of any client funds or securities, unlike many investment firms. Most accounts are held in the client's name at T.D. Ameritrade Institutional, providing clients with complete control over their funds.
Kevin Clewley
Portfolio Manager
Investment Adviser Representative since 2006
Kevin previously worked as an Investment Analyst at Neuberger Berman, and Scudder Stevens and Clark. Kevin has an MBA from Wharton and has 30 years of investment industry experience.
Maia Clewley
Portfolio Manager
Investment Adviser Representative since 2016
Maia previously worked as a Financial Analyst at Columbus Circle Investors and as a Paralegal at Cravath, Swaine & Moore LLP. Maia has 18 years of investment industry experience.
Contact Us
If you would like to set up a time to discuss investment management, please click on the Contact Us link at the top of the page and we will get back to you promptly.
Investing involves risk, including risk of loss. Further information is available in our disclosure brochure ADV Part 2.