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“Clayton has a strong background in asset management and knows the landscape better than anyone i have ever worked with. My family has put a lot of trust in his company and the returns have exceeded my expectations by a long shot. If you are looking for a topnotch financial advisor please consider Menlo Asset management. You will be glad you did!”
Financial Advising
Financial Advising
“I have been a Schwab customer for over 20 years and have gotten consistently excellent service at the Menlo Park branch. In the last 5 years I've set up multiple trust accounts at Schwab, including a couple of special needs trusts for relatives. There were some complicated issues, and Schwab handled them all flawlessly. I'm always impressed with the speed and professionalism with which Schwab addresses all my requests, questions and concerns. They are head and shoulders above any other financial institution I've used. Just superb. A++.”