FENWICK INVESTMENTS, LLC

Overview

Fenwick Investments, LLC is a small, independent registered investment adviser operating as an LLC that focuses on individualized portfolio management and financial planning for individuals, families and small institutions. The firm acts as a capital allocator — combining its own portfolio management with selection of third‑party managers — and offers a mix of fee arrangements (percentage of AUM, hourly and other fee types). Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting support and the selection of other advisers, indicating it will use sub‑advisors or external managers where specialized exposure is needed. Investment activity centers on public funds and mutual funds as core building blocks, with the firm maintaining fully discretionary authority across its managed assets. Fenwick is not an active ESG investor and operates with a focused, modest footprint rather than a multi‑state or large institutional presence. The combination of discretionary management and third‑party allocations suggests a hybrid approach: core exposure through mutual funds/SMA structures and opportunistic use of external alternative managers for diversification or niche strategies.

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Location & Offices