Wrenn House Investments LLC

Wrenn House Investments provides ongoing, discretionary asset management and investment advisory services primarily to individuals, high‑net‑worth individuals, and small business entities, offering continuous portfolio supervision, recommendations on buying and selling securities, and financial‑planning‑related activities as part of its client work. Agreements are required before services commence and clients retain ownership of assets held at a qualified custodian.

The firm’s investment process blends fundamental, technical and cyclical analysis with both strategic and tactical asset‑allocation approaches, emphasizing long‑term holdings while permitting tactical shifts and customized treatment for special situations (e.g., low‑basis stock or tax considerations). Accounts are monitored and reviewed at least quarterly, and the firm implements both wrap fee and non‑wrap arrangements for managed accounts, with the wrap program structured so the firm pays transaction costs.

Compared with many independent advisers, the firm combines investment management with an affiliated accounting practice that may provide tax and accounting services or referrals, creating an integrated advisory‑accounting service relationship. It is also a sponsor of a wrap fee program (with a $10,001 minimum for wrap participation) and indicates it serves investment company clients—features that are uncommon among independent advisory firms of its size and structure.