Interested in getting a second opinion on your portfolio? We will review your individual securities and overall allocation to determine if they are appropriate for your risk tolerance, time horizon and investment goals. These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. In a changing financial world, it's important to have the experience and knowledge of a financial advisor who has successfully assisted clients for over three decades. That's the experience you'll receive from Menlo Asset Management.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. In a changing financial world, it's important to have the experience and knowledge of a financial advisor who has successfully assisted clients for over three decades. That's the experience you'll receive from Menlo Asset Management.
Services
Menlo Asset Management takes a comprehensive approach to financial and retirement planning. We provide financial advisory and insurance brokerage services. Our advisors keep your interests at the front of all our recommendations and are not compelled to sell proprietary products. We believe that providing appropriate financial counsel starts with understanding you, your family and/or your business.
Financial planning is essential in all stages of life, and investments are an integral part of any sound financial plan. Our objective at Menlo Asset Management is to assist you with an investment strategy that supports a long-term approach that is focused on an overall return on investment that meets your financial goals.
Menlo Asset Management differentiates itself by following a holistic, goals-based approach to working with our clientele. Located in Menlo Park, we provide personalized financial planning and financial strategies to individual and business clients.
We'll earn your trust by listening to your financial needs and retirement goals, through careful analysis of your current and expected lifestyle, and by committing to continual service throughout our relationship.For decades, we've provided exceptional service to hundreds of clients throughout Northern California by adhering to the adage: "delivering more than you expect."
We'll earn your trust by listening to your financial needs and retirement goals, through careful analysis of your current and expected lifestyle, and by committing to continual service throughout our relationship.For decades, we've provided exceptional service to hundreds of clients throughout Northern California by adhering to the adage: "delivering more than you expect."
Clayton began working in the financial services industry in 2005. His focus is on developing custom tailored investment strategies and recommendations for affluent and high-net-worth individuals, their families and in certain circumstances their businesses, to help them pursue their short and long-term financial goals.
Kelly brings experience as Menlo Asset Management's Client Relations Associate. With a personal touch, she brings a total of 20 years of customer service experience with a focus on operations, compliance, and special projects. Previously she worked in the financial industry as an Operations Assistant in the Private Client Group at a major San Mateo investment firm, working closely with portfolio managers and traders.
Reviews (1)
S. H.
Aug 20, 2019
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Clayton and the rest of the team at Menlo Asset Management have done a truly exemplary job since I became a client. They have helped me make sense of what had seemed like such a daunting task of getting my financial life in order. Clayton has always taken the time to listen and understand my goals and helped to develop strategies that have helped make them a reality. If you're looking for a financial advisor or to just get a second opinion on your existing investment plan, it would be well worth your time to meet with the team at Menlo Asset Management.
