Reynders, Mcveigh Capital Management, LLC

RIASEC RegisteredEst. 2005

Total AUM

$4.2B

Discretionary

$4.1B

97% of AUM

Avg account

$5.6M

Accounts

749

Employees

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 137342
Registered since: November 21, 2005
Website: reyndersmcveigh.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, FIFTH THIRD SECURITIES, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI68.23%
Other19.69%
Corporations / Businesses3.79%
Investment Companies2.34%
Charitable Organizations1.79%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Reynders, McVeigh Capital Management, LLC is an independent, SEC-registered RIA that provides fee-based financial planning and portfolio management to individuals, families and institutional clients. Founded in 2005 and organized as an LLC, the firm charges both percentage-of-AUM and fixed fees. Investment decision-making begins with a macroeconomic/top-down view that is narrowed into investment themes; fundamental research follows once themes are established. Environmental, social and governance (ESG) factors are tracked as a distinct data set and formally integrated into risk assessment and security selection. The firm emphasizes capital preservation with multi-year (three-to-five-year) investment horizons, favors equities for growth, and manages fixed-income allocations to provide income and stability tailored to tax and liquidity needs. Reynders, McVeigh was named a Top RIA Firm by FA Magazine in 2020.