Clayton Ernest Hartman
Fondateur chez Institutional & Family Asset Management LLC
Profil
Mr. Clayton E.
Hartman is a Senior Consultant at Institutional & Family Asset Management LLC.
He is on the Board of Directors at The University of Wyoming Foundation.
He has been providing financial advice to individuals and institutions for over 33 years, and has significant experience with the complex needs of high net worth individuals, family foundations, endowments and business owners.
His experience encompasses the assessment and reduction of risk and the creation of portfolio management and wealth preservation strategies.
This includes asset allocation advice utilizing both traditional and alternative investments.
He received his undergraduate degree from the University of Wyoming.
Postes actifs de Clayton Ernest Hartman
| Sociétés | Poste | Début |
|---|---|---|
Institutional & Family Asset Management LLC
 Institutional & Family Asset Management LLC Investment ManagersFinance Institutional & Family Asset Management LLC (do-business-as IFAM Capital) is a SEC-registered investment advisor headquartered in Fort Collins, Colorado. The firm was founded in 2014 by Timothy Kneen and Clayton Hartman. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). IFAM Capital provides holistic and personalized financial planning, wealth management and discretionary and nondiscretionary investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Fondateur | 01/01/2014 |
The University of Wyoming Foundation
 The University of Wyoming Foundation Investment Trusts/Mutual FundsMiscellaneous The University of Wyoming Foundation operates as a non-profit organization which raises, receives and manages private gifts to maximize support for the University of Wyoming. It offers degrees in agricultural and applied economics, animal science, plant sciences, communications, microbiology, and other educational services. The company was founded in 1962 and is headquartered in Laramie, WY. | Directeur/Membre du Conseil | - |
Formation de Clayton Ernest Hartman
| University of Wyoming | Undergraduate Degree |
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| Entreprise privées | 2 |
|---|---|
Institutional & Family Asset Management LLC
Institutional & Family Asset Management LLC Investment ManagersFinance Institutional & Family Asset Management LLC (do-business-as IFAM Capital) is a SEC-registered investment advisor headquartered in Fort Collins, Colorado. The firm was founded in 2014 by Timothy Kneen and Clayton Hartman. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). IFAM Capital provides holistic and personalized financial planning, wealth management and discretionary and nondiscretionary investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
The University of Wyoming Foundation
The University of Wyoming Foundation Investment Trusts/Mutual FundsMiscellaneous The University of Wyoming Foundation operates as a non-profit organization which raises, receives and manages private gifts to maximize support for the University of Wyoming. It offers degrees in agricultural and applied economics, animal science, plant sciences, communications, microbiology, and other educational services. The company was founded in 1962 and is headquartered in Laramie, WY. | Miscellaneous |
