Rench Wealth Management, Inc.
Rench Wealth Management, Inc., doing business as Relevance Capital Management, is an SEC-registered investment adviser headquartered in Denton, Texas. The firm serves clients in the United States and operates in compliance with all relevant SEC registration and notice filing requirements. It provides investment advisory services and related financial planning to a broad array of clients. The company is committed to thorough and compliant operations per SEC standards. Year founded and employee count are not published. The firm mainly serves U.S.-based clients and upholds rigorous compliance and disclosure standards.
Investment Strategy
Relevance Capital Management offers investment advisory services that incorporate both broad asset allocation and tailored financial planning for its clients. The firm stresses disciplined risk management, the importance of diverse asset allocation, and transparency in the investment process. It does not guarantee returns and emphasizes individual client planning to accommodate diverse investment needs. Investment strategy details and risks are further outlined in the firm's ADV Part 2A documentation. The firm provides position commentary and portfolio recommendations, but stresses that all advice is individualized and subject to a formal client agreement.
Top Holdings
Equity Positions (52)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 10.71% | $33.8M | 214,191 | $25.18 | $157.99 | +$10.3M |
M MSFT | MICROSOFT CORP | 7.70% | $24.3M | 48,927 | $70.65 | $497.41 | +$5.9M |
A AAPL | APPLE INC | 6.03% | $19.1M | 92,913 | $25.04 | $205.17 | -$1.5M |
A AJG | GALLAGHER ARTHUR J & CO | 5.01% | $15.8M | 49,475 | $74.99 | $320.12 | -$1.1M |
J JPM | JPMORGAN CHASE & CO. | 4.62% | $14.6M | 50,333 | $103.30 | $289.91 | +$2.2M |