RENAUD & COMPANY, LLC

Overview

Renaud & Company, LLC is an independent registered investment adviser operating as a limited liability company with an individual owner. The firm’s client base is focused on individuals and families, and its advisory work centers on financial planning and portfolio management for individuals and small businesses. Renaud & Company combines fee-based advisory services (percentage of AUM and hourly charges) with commissionable business lines, and it also operates as an insurance broker — a mix that typically results in a blended product set spanning discretionary portfolio management, mutual fund-driven allocations, annuity solutions and insurance placements. Investment activity is concentrated in publicly available pooled vehicles rather than an internal capital allocation model: public funds and mutual funds represent the largest asset class under management. The firm does not position itself as an active ESG investor and is not listed as a multi-state adviser or pension consultant. Renaud & Company is not a capital allocator — it does not operate proprietary pooled funds — but it does work with third-party alternative managers for private placement opportunities.

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