Creative Capitalists (“CCI”) was founded in 2018 to serve individuals and families with financial planning and investment management expertise. We provide strategic advice that enables clients to achieve their unique goals and inspires them to fulfill their greatest calling and purpose.
the advisor
As a financial planner and portfolio manager, Keith Hays’s focus is on gaining a broad perspective of client's goals and forming a plan and investment strategy with the input of trusted advisors (ie. tax accounting, legal). His experience in both small business and large corporate environments lends well to a dynamic understanding of business owners, working professionals and those who inherit various forms of assets. A unique strength of Keith’s is to identify client’s pressing issues and develop solutions that fit the significant life events that occur throughout one’s career and journey.
Mr. Hays directly manages client portfolios with a value investment strategy. Direct management allows for a high level of attention to security selection and discipline for maintaining ownership through volatile times or unpopularity. CCI looks at each holding as owning a piece of a business. Combining this philosophy and discipline helps clients know what they are invested in and why.
From 2012-2016 Keith managed IT projects in a Fortune 100 corporate environment. He also helped launch and operate an automotive aftermarket business from 2003-2007 and has consulted for other small businesses. Keith graduated from the University of Southern California’s Lloyd Grief Entrepreneurship program with a BS in 2002. Keith passed the Series 65 (Investment Adviser Law Exam). For more on Keith’s background visit Keith's LinkedIn Profile. Keith also consults for JWJ Accounting, a Glendale-based tax practice.