Renaissance Investment Group, LLC

RIASEC Registered
Total AUM
$726M
Discretionary
$707M
97% of AUM
Avg account
$1.2M
Accounts
595
Employees
9
Advisory reps
7

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

FINTRX

Overview

Renaissance Investment Group, LLC is an SEC-registered advisory firm (registered in 2010) that works with individual, family, and institutional clients on a fee model tied to assets under management. The firm provides financial planning and discretionary portfolio management for individuals, small businesses, and institutional clients. It reports integrating ESG considerations into its process and maintains affiliations across the financial ecosystem, including broker-dealers, trust companies, banking institutions, accountants, and participation as sponsor, general partner, or managing member of pooled investment vehicles. Renaissance is organized as a limited liability company and identifies its owner base as domestic entities and individuals. Its stated preference for equities is reflected across its managed portfolios, and the firm utilizes both discretionary and a smaller amount of non-discretionary mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, US Government Bonds 16%, Cash & Cash Equivalents 5%, Investment Grade Corp Bonds 2%, State & Local Bonds 1%, Public Funds/Mutual Funds 1%75%
  • Exchange Traded Equities75%
  • US Government Bonds16%
  • Cash & Cash Equivalents5%
  • Investment Grade Corp Bonds2%
  • State & Local Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2

Active vs passive

$3.7M in ETFs

Passive

100%

$3.7M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$2.9M3,79777.80%

Location

Primary office

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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