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 a privately held limited liability company that has been SEC-registered since 1995. The firm serves both individual and family clients as well as institutional accounts and charges fees based on a percentage of assets under management. Its core advisory work centers on discretionary portfolio management across individuals/small businesses, pooled investment companies, and institutions. The firm does not describe itself as an active ESG investor, and its regulatory footprint is limited in scope per the snapshot data. Renaissance also lists business relationships and roles that extend beyond pure advisory work — including broker-dealer activity, participation as an adviser to other investment advisers, and roles as a sponsor or general partner of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 3Active vs passive
$870K in ETFs
100%
$870K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) MSCI ACWI EX-US ETF (CWI) | State Street | Passive | Foreign Large Blend | $312K | 7,663 | 35.82% |
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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