Financial Services Specialist Terri Schneider and Financial Adviser Jim Claywell at the new Claywell Asset Management office in Godfrey.
GODFREY | Managing wealth and investments involves much more than just recommending funds. Responsible money management also involves knowing how to plan for retirement, understanding estate planning and considering the impact of risk to your wealth — all specific to your individual circumstances.
A local investment professional with 30 years of experience and expertise in the industry has opened an office in Godfrey to provide personalized asset management resources. Jim Claywell opened Claywell Asset Management in March. He is operating out of new facilities custom-designed for his business approach.
The building and facilities are all new and provide a spacious, comfortable atmosphere for clients.
“Our office space is designed to make clients feel at home,” Claywell said.
His team includes Financial Services Specialist Terri Schneider and Claywell’s Business Coach Roger Bruce.
“We customize our services based on each client’s individual needs,” he said. “This is not a cookie cutter approach.”
Claywell said he decided to open his own business because he wanted closer, more direct contact with clients and more latitude to perform his job’s fiduciary responsibilities.
“Results matter,” he says. “The business gives me an opportunity to set my own brand and put clients’ best interests first.”
Claywell Asset Management provides assistance in retirement planning, estate and charitable planning, investment management, cash management and borrowing, and risk management. Claywell explained he can connect people to resources such as an accountant, an attorney or an independent insurance agent where circumstances require it, thereby leaving no aspect of an individual’s requirements unaddressed.
Securities are provided through Raymond James Financial Services. Claywell said Raymond James, in business since 1962, is top of class in its field.
“My association with them allows me to offer the products and services any other investment firm can,” he said.
He said what differentiates him from other advisers is his customized approach to clients’ needs.
“The industry is changing,” he said. “We offer a unique process personalized for each and every client.”
He puts disciplines in place for customers that address their long-term needs and are independent of the market’s ups and downs at any point in time.
Terri Schneider said the firm takes pride in its personalized service.
“When clients call, they don’t get someone from another part of the country like they do with the bigger firms,” she said. “They get either myself or Jim on the line.”
Claywell lives in Godfrey with his wife, Kathryn, and their three children.
“I’m a business owner who lives in and supports this community,” he said.
Claywell is a member of the Alton/Godfrey Rotary Club, the East End Improvement Association and the RiverBend Growth Association. He also has served as head coach of the Marquette Catholic High School girls tennis team for the past 17 years and is the founder of The Giving Glass Project. The project facilitates giving to people in need throughout the world.
Claywell Asset Management, 3014 Godfrey Road, Suite B, is open from 8 a.m. to 5 p.m. Monday through Friday and by special appointment. They also will meet customers outside of regular business hours and at alternate locations.
The business can be reached by phone at (618) 433-8881 or by email at firstname.lastname@example.org. More information is available at claywellassetmanagement.com.