Welcome to Discovery
Wenzel Analytics is my solo practice as a professional investment manager. Since the beginning of 2002 I have provided a boutique and personalized service to clients who trust and prefer an individual rather than commoditized portfolios and reports.
While I do this for the experience of working with and for my clients, the business purpose is to optimize returns for a given level of uncertainty.
Our allocation has moved heavily to fixed income returns, usually above 10% for the year going forward. The income alone is higher than the compound annual growth rate of the US stock market over the past hundred years. Plus we are buying preferred stocks at a 20% discount and more to the eventual call price.
Allocation is tailored for each client. Read on.
Lee Wenzel