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.
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.