Van Rensselaer Ltd

Van Rensselear Ltd. provides discretionary and non‑discretionary investment advisory services to a small client base (eight clients) that includes individuals as well as business entities, trusts, estates and charitable organizations. The solo advisory practice may also offer limited consultation on estate, tax and insurance matters at no separate fee, while noting it does not provide formal legal, accounting or insurance services.

The firm relies on fundamental analysis and charting and implements long‑ and short‑term purchases across individual equities, debt and fixed‑income securities to pursue clients’ designated objectives, managing assets on both discretionary and non‑discretionary bases. Account reviews are conducted on an ongoing basis, and the firm generally recommends a custodial arrangement with Pershing for execution and custody of client assets.

Distinctively for a single‑adviser independent firm, Van Rensselear Ltd. accepts institutional‑type clients such as business entities and charitable organizations, a practice that is uncommon among its peers. Its brochure discloses a trade‑error policy that reimburses client accounts for losses but does not credit accounts for gains (net gains and losses are reconciled at the custodian and retained by the firm), and it does not exercise proxy voting on client securities.