Romain Walsh Clerou Professional Investment Mgmt

Romain Walsh Clerou Professional Investment Management provides discretionary investment supervisory and management services to individuals, retirement plans and trusts, overseeing $218,943,043 for 42 clients as of December 31, 2025. The firm constructs tailored portfolios of individual stocks, bonds and cash equivalents and delivers quarterly portfolio reports along with periodic meetings to review objectives and performance.

The firm's investment approach is grounded in fundamental analysis of company financial statements and typically holds concentrated portfolios of 15–25 stocks and 10–30 bonds with an expected holding period of at least two years, adjusting cash allocations based on perceived market valuation. RWC generally avoids purchasing equity or bond mutual funds for new investments, favors direct security selection over high‑frequency trading, and conducts frequent account reviews (often daily or weekly).

RWC operates as a sole proprietorship run by a single owner with more than 35 years of experience, a combination that is uncommon for a firm managing over $200 million with a small client base and a $1 million account minimum. The adviser commonly invests personally in many of the same securities held for clients and aggregates trade executions (allocating average prices), does not vote client proxies or prepare class‑action claims, and maintains custody and trade execution through a long‑standing relationship with Charles Schwab.