Belleau Wood Partners is an investment advisory firm based in Newark, Ohio, founded in June 2026 by Jonathan Renner. The firm offers ongoing portfolio management tailored to each client's specific goals, time horizon, risk tolerance, and tax situation after creating a personalized investment policy statement. Portfolio management services include asset allocation, security selection, and regular monitoring. Belleau Wood Partners also offers standalone financial planning covering areas such as retirement, taxes, insurance, and estate planning. The firm primarily invests in publicly traded equities, mutual funds, exchange-traded funds, fixed income securities, real estate funds, and insurance products including annuities, while also utilizing alternative strategies when appropriate.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.