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 institutional registered investment adviser that provides portfolio management to individuals, families, investment companies and institutions. The firm is SEC-registered (since 1995) and charges fees based on a percentage of assets under management. Its advisory services include separate account portfolio management for individuals and small businesses, as well as management for investment companies and institutional clients. The firm maintains industry relationships beyond pure advisory work, including broker-dealer activities, roles as a commodity pool operator/CTA or similar, and sponsor or general partner involvement in 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
Michael Streitmarter
PartnerCRD 6428715
Brad Zoltak
Senior Research AnalystCRD 4634599
Andy Eng
PartnerCRD 2354140
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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