Renaissance Investment Group, LLC
Firm details
- Headquarters
- Lenox, Massachusetts
- CRD number
- 153679
- Registered since
- April 26, 2010
- Website
- rigllc.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.46%
- Individuals14.04%
- Charitable Organizations6.01%
- Banking / Thrift Institutions3.69%
- Pension & Profit Sharing Plans0.45%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Renaissance Investment Group, LLC is an SEC-registered investment adviser (registered in 2010) organized as an LLC that manages portfolios for both individual/family and institutional clients. The firm offers financial planning and portfolio management for individuals, small businesses, and institutions and charges fees as a percentage of assets under management. FINTRX flags the firm as an active ESG investor. The adviser maintains a range of industry relationships—broker-dealer, other investment advisers, banking/thrift institutions, trust company and accountant relationships—and also appears as a sponsor, general partner or managing member of pooled investment vehicles. FINTRX indicates the firm does not operate as a standalone capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- US Government Bonds16%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds2%
- State & Local Bonds1%
Owners & executives
3 of 3
Paula Hilchey
Chief Compliance OfficerCRD 6297609
Trevor Forbes
President and Chief Investment OfficerCRD 5994373
Christopher Silipigno
CEOCRD 6931956
Contacts
3 of 4
Jeremy Lundquist
Junior Portfolio ManagerCRD 7876522
Thomas Malinowski
Financial Advisor and Managing DirectorCRD 1488636
Lori Killeen
Client Relations ExecutiveCRD 6772993
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$3.8M in ETFs
100%
$3.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $2.6M | 3,521 | 70.03% |
Location
Lenox, MA
Berkshire
Location
Lenox, MA
Headquartered in Lenox, MA, in the Northeast of the United States.
- Region
- Northeast
- County
- Berkshire
- Address
- 45 Walker St
- Time zone
- ET (UTC-5)
- Office locations
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