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R. Bernard Clay

Series 63, 65
Personal Finance, Retirement, Investing
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“R. Bernard Clay is an accomplished Money Manager and Market Technician.”
Firm:

Clay Capital Management LLC.

Job Title:

Money Manager and Market Technician

Biography:

R. Bernard Clay has been in the Financial Services Industry since 1978. 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 the stock market works, how to make wise decisions with their retirement and investment monies, and even how to trade stocks. 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 in the same year 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.

Bernard is currently one of only a handful of professionals in Colorado who have received certification from National Social Security Advisors which is dedicated to the training, certification, and continued education of advisors seeking to assist retirees through the complex maze of Social Security.

He is also currently enrolled in the Market Technicians Association Chartered Market Technician (CMT) program and was featured in the March 2014 edition of their magazine “Technically Speaking".

Fee Structure:

Fee-Only

CRD Number:

1078814

Videos
  • Introduction - R. Bernard Clay
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All Answers
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As a personal investor, should I be concerned about Brexit?
25% of people found this answer helpful

That's a good question. I will answer your question in one word; yes. In the short term I would be concerned, not only about Brexit but, the current stock market environment. I would be taking a more defensive stance in your portfolio. This would include gold, utilities and bonds. I currently like symbol "GDX" Gold Miners. I have also included the link to an article I wrote on Benzinga that was published today. I hope this help. Feel free to write back.

Regards,

Bernard

http://www.benzinga.com/opinion/16/07/8202653/the-market-reaches-a-fork-in-the-road

 

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