Clayton Wealth Partners Names James Walden as Firm Partner

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TOPEKA, Kansas—January 15, 2018—Clayton Wealth Partners is pleased to announce that James Walden, CFA, has made partner at the Topeka-based Registered Investment Advisory firm.

With Clayton Wealth Partners since 2013, Walden serves as the wealth management firm’s Director of Investments. His role is to build long-term, risk-adjusted portfolios for clients that help maximize their returns. His responsibilities include determining strategic and tactical asset allocations and providing specific investment analysis and prudent rebalancing.

“There was never any question about offering Jim partnership,” said firm co-founder Randy Clayton, CFP®, CLU®. “He combines acumen in investments with a genuine care for achieving clients’ goals.”

Walden holds the Chartered Financial Analyst® (CFA®) designation, considered the gold standard in investment analysis training. In addition, CFA professionals must serve as fiduciaries, providing advice that is in clients’ best interests.

Walden also holds an MBA from the Johnson School at Cornell University and a Bachelor of Science in accounting from Indiana University.

“Making partner at Clayton Wealth Partners is one of the most satisfying moments in my career. When I started here, I very much appreciated the opportunity to work with a firm that puts clients first. I was thrilled that all my education and experience led me to this point,” Walden said, adding: “I get tremendous satisfaction knowing that I am contributing to clients’ financial success. Making partner is an affirmation of that.”

Learn more about Clayton Wealth Partners at claytonwealthpartners.com.

About Clayton Wealth Partners

Clayton Wealth Partners is Topeka’s oldest fee-only financial planning and investment management firm. It provides fiduciary advice to help individuals and families manage their wealth throughout all stages of life, as well as to institutions such as endowments, foundations, and for-profit organizations. Visit the firm’s website at claytonwealthpartners.com.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute