Wynn Capital

Wynn Capital serves individual and high‑net‑worth clients as well as qualified retirement plans, offering discretionary asset management and ERISA plan services, including the option to act as a 3(38) investment manager. Client engagements cover portfolio construction, ongoing monitoring, and assistance with plan documents such as investment policy statements and qualified default investment alternatives.

The firm emphasizes a long‑term, buy‑and‑hold equity approach focused on large, well‑established publicly traded companies with durable competitive advantages, and uses fundamental, technical, charting and cyclical analysis in security selection. Fixed‑income allocations are often laddered to meet known cash needs and bonds are rarely sold prior to maturity; accounts are managed on a discretionary basis with fees assessed as a percentage of assets and billing handled through the custodian.

Noteworthy for a firm of this size, Wynn Capital combines ERISA 3(38) plan management with individual wealth management, maintains a relatively high stated account minimum of $500,000 (subject to waiver), and staffs a small team that includes CFA, CFP and CPA credentials. The firm leaves proxy voting to clients and discloses receipt of custodial research or other “soft dollar” benefits as a potential conflict that it manages under its fiduciary policies.