Renaissance Investment Management
Firm details
- Headquarters
- Covington, Kentucky
- CRD number
- 105916
- Registered since
- September 26, 1995
- Website
- www.reninv.com
- Custodians
- MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM
- Client types
- Other74.59%
- HNWI5.88%
- Investment Companies5.68%
- Corporations / Businesses3.77%
- Individuals3.24%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Renaissance Investment Management is an LLC that has been registered with the SEC since 1995. The firm serves both individual/family clients and institutional investors, charging fees as a percentage of assets under management and focusing its advisory work on portfolio management for individuals/small businesses, investment companies, and businesses or institutions. The firm is not identified as an active ESG investor. From an organizational standpoint, ownership is a mix of a domestic entity and individual ownership. Renaissance maintains multiple industry roles and affiliations: it is associated with a broker-dealer, functions as an investment adviser beyond this RIA, and has involvement as a CPO/CTA and as a sponsor, general partner, or managing member of pooled investment vehicles. The firm does not operate as a capital allocator in the sense of running a standalone allocation platform.
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 Equities98%
- Public Funds/Mutual Funds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Michael Schroer
Managing Partner and Chief Investment OfficerCRD 1777544
Contacts
3 of 9
Paul Radomski
Managing PartnerCRD 2531808

Brad Zoltak
Senior Research AnalystCRD 4634599

Curtis Ludwick
Portfolio ManagerCRD 2158344
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$218K in ETFs
100%
$218K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND (VSS) | Vanguard | Passive | Foreign Small/Mid Blend | $218K | 1,494 | 100.00% |
Location
Covington, KY
Kenton
Location
Covington, KY
Headquartered in Covington, KY, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the South.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- South
- County
- Kenton
- Address
- 50 E Rivercenter Blvd
- Time zone
- CT (UTC-6)
- Office locations
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