Independent Asset Management for Not-For-Profit Organizations

OBJECTIVE ADVICE. TRANSPARENT FEES.

At Clayton Wealth Partners, we believe that institutional clients are best served when the investment advice is objective and the fees are transparent. That is why we embrace our role as one of the largest and most experienced independent asset management firms in Kansas.

We're an SEC Registered Investment Advisor Firm

Incorporated in 1984, we are an SEC Registered Investment Advisor firm based in Topeka, Kansas, and serving clients throughout the state, including in Lawrence, Dodge City, and Hays.

As asset managers, we specialize in serving endowments, foundations, not-for-profit and for-profit organizations with less than $25 million in assets. We work with institutions to provide strategic and tactical asset allocation, independent and objective investment research, Investment Policy Statement reviews and recommendations, and ongoing investment portfolio and risk management.

As a fiduciary, we provide experienced advice that puts your organization’s interests ahead of ours. Our fee-only status means we provide unbiased, transparent advisory services to help your institution reach its investment goals.

Commission Free Advice Icon

Commission-Free Advice

Transparent Fee Structure Icon

Transparent Fee Structure

Fiduciary Responsibility Icon

Fiduciary Responsibility

Your Interests Icon

Your Interests First

No Refferal Fees Icon

No Referral
Fees

No Third Party Commissions Icon

No third-party commissions

No Conflicts Of interest Icon

No Conflicts of Interest

No Product Sales

No Product
Sales

We embrace our fiduciary, fee-only status as an investment advisor because it enables us to serve as your advocate for the long term. Unburdened by conflicts of interest, we can provide unbiased advice to manage your assets and help give you peace of mind.

Services

Financial Goal Planning Icon

Strategic and
Tactical Asset
Allocation

Asset Management Icon

Independent
and Objective
Investment Research

Tax Icon

Ongoing Portfolio
and Risk
Management

Estate Planning Icon

Periodic Portfolio Reviews
and Ongoing 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.