Direct Access to Senior Level Management and Decision Making

All of our client relationships are managed by seasoned professionals with expertise in either portfolio management or high-level financial counseling.

Our relationship managers are able to provide clients with detailed information surrounding investment decisions and customized asset management strategies that integrate with sound financial planning advice.

While clients are provided with one point of contact for ease of communication, a team of professionals with legal, accounting, and other relevant expertise can be assembled to expertly meet unique needs as they arise.

Unlike many other financial institutions our senior leaders work directly with our clients and their portfolios.

Fiduciary Relationship – Client’s Best Interests First

As a registered investment adviser, Renaissance maintains a Fiduciary relationship and responsibility to all of our clients. In short, this means that we have the highest legal duty one party can have for another.  As a fiduciary, we are required to act in good faith and place the needs of our clients first, even above our own.

We do not attempt to sell any additional financial products such as mortgages, insurance, or banking services. This allows our clients to be sure that the counsel we provide is objective and not influenced by our desire to earn additional income related to the advice we give.

Why is the fiduciary relationship important
When seeking advice from a non-fiduciary adviser they are not required to act in the client’s best interest. Advisers in these firms are permitted to recommend investments that may earn higher fees for themselves, even if those investments are not the best combination of fees, risks, and expected returns for the client.

Top-Notch Operations Team

We believe that it is absolutely essential to have a highly skilled and experienced operations team working with our clients.

When it comes to day-to-day communication and client requests, it’s the operations team that is required to deliver excellent customer service and accurate results.  Members of Renaissance’s operations staff have worked together since the firm’s inception ensuring that client expectations are not only met, but exceeded.

In keeping with the investment management and financial counseling aspects of the firm, our clients benefit directly from leaders in operations that have had senior level experience with nationally recognized organizations.

Custody of Assets

Fidelity protects customer assets held in custody through their relationship with National Financial Services LLC (NFS), a Fidelity Investments company.

Our selection of Fidelity as our custodian brings you the strength, stability, and protection you need to help you meet your goals. Our firm, working together with Fidelity’s advanced brokerage platform and comprehensive asset protection, provides a solid foundation to help us safeguard your securities and help you achieve your financial objectives.

Institutional Trustee

In addition to advising individual trustees, we work closely with clients who require an institutional trustee.