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Institutional Asset Management

YOUR INDEPENDENT FIDUCIARY PARTNER

Incorporated in 1984, Clayton Wealth Partners is one of the largest and most experienced independent asset management firms in Kansas.

Like our institutional clients, we are a full-time fiduciary, providing experienced advice on investment management for endowments, foundations, and for-profit and not-for-profit organizations.

Our team reviews and makes recommendations for your investment policy statement, including development of customized strategies and benchmarks.

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Peace of Mind

We offer continuous interaction with our institutional clients, including periodic portfolio reviews and support for board meetings.

Request for Proposal

We welcome the opportunity to work with you. Please submit your request for proposal (RFP) to our firm by completing the following form.

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