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Kevin C

Series 63, Series 65

San Diego, CA

K. D. Clewley Capital Management

Kevin Clewley is a financial advisor at K. D. Clewley Capital Management in San Diego, CA, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with his current firm since 2006. K. D. Clewley Capital Management provides discretionary portfolio management to individuals, trusts, profit-sharing plans, businesses, and other institutions. The firm employs a macro-timing investment approach based on forward-looking economic indicators to adjust equity and government bond exposure, primarily using ETFs, and manages $85 million in assets across 63 client accounts.

Active portfolio management
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