Wenzel Analytics, Inc.

The firm serves individual households through discretionary portfolio management for account types that include traditional and Roth IRAs, taxable accounts and trusts, and it occasionally manages non‑individual accounts such as a homeowners’ association. Money management is the principal service and financial planning or facilitation is provided only incidentally to those engagements.

The firm’s investment approach emphasizes continual evaluation and active trading executed in line with a mutual understanding of allocation and risk, using a limited set of ETFs for niche exposures and low‑cost execution through an online brokerage. Performance for the entire firm and by allocation is published on the firm’s website and is mailed with quarterly client reports, and client communication is centered on quarterly reporting and ongoing contact as needed.

Noteworthy for a small independent adviser, the firm publicly discloses full performance results rather than only selected track records, and it conducts educational outreach—hosting a monthly Investment Insights discussion group at a senior center and presenting to other groups. The firm also provides occasional pro bono Monte Carlo retirement projections and family facilitation services outside its money‑management scope, and derives all revenue from client fees without third‑party product arrangements.