Clayton Hartman

Clayton 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.Clayton has been very active in the Fort Collins community, by serving on the Board of Directors for Fort Collins United Way, the Board of Directors for the Fort Collins Cancer Society, and is the past chairman of the Poudre Valley Hospital Foundation Board of Directors. He also gives back to his alma mater by serving on the University of Wyoming Foundation Board, being a founding member of the University of Wyoming Ambassador’s Board and serving on the University of Wyoming Athletic Facilities Committee. He graduated from the University of Wyoming with a degree in Accounting and a minor in Finance. In addition, Clayton has served on the Taco John’s Board of Directors and is a Poudre School District Foundation Honorary Past Board Member.