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.
Creative Capitalists 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.
Keith Hays
As a financial planner and portfolio manager, Mr. Hays 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.
From managing IT projects in a Fortune 100 environment to launching an automotive aftermarket business, Keith has consulted a range of small businesses for nearly 20 years. 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.
Daniel Williams
Mr. Williams provides small business owners with insight into their cash flows through expert bookkeeping and a seasoned perspective. His experience lends greater attention, clarity and accuracy to financial reporting.
Looking through a lense of wealth management, Daniel positions clients to be better organized and understand why their financials are so important to building a healthy business. He gives clients peace of mind and renewed confidence in their financial statements and the information being passed onto their tax accountant. Daniel also helps ensure clients are compliant with state and other federal domicile related requirements.