Renaissance counselors have extensive experience serving in both management and senior investment positions within leading financial institutions and money center banks. Our investment professionals, on average, have over thirty years of successful investment and financial counseling experience. Renaissance offers a client-focused approach to protecting your wealth and growing your assets.
The Renaissance team is comprised of highly skilled individuals from a variety of professional and educational backgrounds. Managing the funds of foundations, endowments, and nonprofits has always been a substantial portion of our business. At Renaissance Investment Group, our team conducts in-depth research and analysis on-site and benefits from participation in high-level investment committee involvement with other industry leaders.
Portfolio management services are tailored to accommodate individual client objectives, including income needs and risk tolerance. We develop an investment strategy working with the client to reflect their tolerance to volatility, need for income and their overall investment objectives.
The Renaissance team is comprised of highly skilled individuals from a variety of professional and educational backgrounds. Managing the funds of foundations, endowments, and nonprofits has always been a substantial portion of our business. At Renaissance Investment Group, our team conducts in-depth research and analysis on-site and benefits from participation in high-level investment committee involvement with other industry leaders.
Portfolio management services are tailored to accommodate individual client objectives, including income needs and risk tolerance. We develop an investment strategy working with the client to reflect their tolerance to volatility, need for income and their overall investment objectives.
Services
All of our client relationships are managed by seasoned professionals with expertise in either portfolio management or high-level financial counseling.
Our relationship managers are able to provide clients with detailed information surrounding investment decisions and customized asset management strategies that integrate with sound financial planning advice.
While clients are provided with one point of contact for ease of communication, a team of professionals with legal, accounting, and other relevant expertise can be assembled to expertly meet unique needs as they arise.
Our relationship managers are able to provide clients with detailed information surrounding investment decisions and customized asset management strategies that integrate with sound financial planning advice.
While clients are provided with one point of contact for ease of communication, a team of professionals with legal, accounting, and other relevant expertise can be assembled to expertly meet unique needs as they arise.
Focusing on a diversified portfolio of quality companies with consistent revenues and earnings growth.
Our core equity investment philosophy focuses on a diversified portfolio of quality companies with consistent revenues and earnings growth that have the potential for superior long-term capital appreciation.
We emphasize sectors of the market with above-average prospects and individual stocks of companies with superior growth profiles.
We focus on investment opportunities in companies expected to benefit from secular trends.
Our core equity investment philosophy focuses on a diversified portfolio of quality companies with consistent revenues and earnings growth that have the potential for superior long-term capital appreciation.
We emphasize sectors of the market with above-average prospects and individual stocks of companies with superior growth profiles.
We focus on investment opportunities in companies expected to benefit from secular trends.
At Renaissance, managing the funds of foundations, endowments, and nonprofits has always been a substantial portion of our business.
We work closely with trustees, boards, and finance committees to ensure that our investment decisions are well understood and in line with investment policies.
We believe that consistent, clear, and concise communication with the trustees, finance committees, and/or the board of directors that are responsible for the oversight of these accounts is essential.
Our relationship managers, seasoned professionals with expertise in either portfolio management or high-level financial counseling, are readily available to discuss any concerns, changes in investment objectives, and/or to explain transactions that have been undertaken on the organization's behalf.
We work closely with trustees, boards, and finance committees to ensure that our investment decisions are well understood and in line with investment policies.
We believe that consistent, clear, and concise communication with the trustees, finance committees, and/or the board of directors that are responsible for the oversight of these accounts is essential.
Our relationship managers, seasoned professionals with expertise in either portfolio management or high-level financial counseling, are readily available to discuss any concerns, changes in investment objectives, and/or to explain transactions that have been undertaken on the organization's behalf.
Increasingly our clients are requesting that their investments are utilized not only to generate good returns, but that they're invested in a "Socially Responsible" manner.
Termed ESG or SRI investing, this strategy for investing aims to achieve both competitive rates of return and a positive impact on the environment and society as a whole.
ESG and SRI Criteria are a set of standards for a company's operations that socially conscious investors use to evaluate potential investments.
Environmental criteria look at how a company performs as a steward of the natural environment.
Termed ESG or SRI investing, this strategy for investing aims to achieve both competitive rates of return and a positive impact on the environment and society as a whole.
ESG and SRI Criteria are a set of standards for a company's operations that socially conscious investors use to evaluate potential investments.
Environmental criteria look at how a company performs as a steward of the natural environment.
At Renaissance, we believe financial counseling is an integral aspect of asset management.
Working with very specific goals and having a thorough knowledge of a client's overall financial situation, enables us to manage investment assets in a thorough and appropriate manner.
Due to our unique client base, we are able to offer comprehensive financial counseling at no additional cost, to clients with investment assets of $1 million and above.
As a registered fiduciary with no products to sell, our clients can count on receiving objective counsel with only their interests, objectives, and concerns in mind.
Working with very specific goals and having a thorough knowledge of a client's overall financial situation, enables us to manage investment assets in a thorough and appropriate manner.
Due to our unique client base, we are able to offer comprehensive financial counseling at no additional cost, to clients with investment assets of $1 million and above.
As a registered fiduciary with no products to sell, our clients can count on receiving objective counsel with only their interests, objectives, and concerns in mind.
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