DeJarnatt, Paul E

The firm provides discretionary investment management and portfolio services primarily for individual account clients, managing publicly traded equities and fixed income while also advising on a wider set of investments, including private companies, commodities and real estate. It serves a small, concentrated client base with roughly six client relationships and under $6 million in assets under management.

The adviser’s process blends fundamental and technical analysis, drawing on third‑party research such as Value Line, issuer meetings and other vendor materials, with accounts generally reviewed on a monthly basis. The firm operates with discretionary authority to select securities, brokers and execution and may employ option strategies such as covered calls as part of its risk management approach.

A notable feature is that the adviser also maintains an active accounting practice and acts as a CPA, an affiliation that is uncommon among peers and that is reflected in providing clients with annual tax information for return preparation. Combined with the small client roster and broad permission to use derivatives, private investments and other non‑standard instruments, the arrangement produces a relatively concentrated, practice‑level advisory model rather than a mass‑market platform.