K. D. Clewley Capital Management

Investment Strategy

Since the beginning of 2008, our portfolios have outperformed the S&P 500 by over +20%. 

By focusing closely on the economy, we aim to be invested in stocks most of the time during economic expansions and in safer government bonds during recessionary bear markets.  The goal is to improve returns by avoiding recessionary declines that can run from -30% to -50%.  For example, we identified the most recent recession in late 2007 and moved completely out of stocks, thereby avoiding a -37% decline in the S&P 500 during 2008. 

K. D. Clewley Capital Management doesn't take custody of any client funds or securities, unlike many investment firms.  Accounts are held in the client's name at a major third party institution providing clients with complete control over their funds.

For more information on our investment management services, please email or call Kevin Clewley at 858-775-7592.  Our firm manages $21 million in assets for clients in the U.S. and Europe. 

Kevin Clewley

Registered Financial Advisor

Investing involves risk, including risk of loss.  Further information is available in our disclosure brochure ADV part 2. 

What We Do:

We manage investment accounts for individuals, families, businesses and trusts.  Minimum initial account size is $100,000.

Client Assets Under Management: $21 Million

Contact Us:

Kevin Clewley

Registered Investment Advisor

Wharton MBA 1987

Babson College BS Finance 1980

Phone: 858-775-7592

or email