Reynders, Mcveigh Capital Management, LLC
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
FINTRXOverview
Reynders, Mcveigh Capital Management, LLC is an independent registered investment adviser organized as an LLC and operating since the mid-2000s. The firm serves both individuals/families and institutional clients, charging either a percentage of assets under management or fixed fees. Investment work centers on discretionary portfolio management and financial planning across individual, small business, institutional and registered investment company mandates. The firm markets itself as an ESG-focused boutique. Its research process begins with macroeconomic analysis that informs thematic ideas, followed by bottom-up fundamental work. ESG and sustainability metrics are treated as a separate dataset that is integrated into security selection and risk assessment. Equity selection emphasizes established businesses with manageable leverage, dividend-growth potential and durable demand; fixed income allocations are actively tailored to tax status, liquidity needs and income objectives. Reynders, Mcveigh has been recognized in the industry—appearing on FA Magazine’s Top RIA Firms list in 2020.
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 Equities60%
- Investment Grade Corp Bonds17%
- US Government Bonds13%
- Cash & Cash Equivalents6%
- State & Local Bonds2%
Owners & executives
3 of 3
Patrick Mcveigh
President, Chief Investment OfficerCRD 2709338

Susan Bremer
Chief Financial OfficerCRD 2232555

Ryan Mooney
Chief Compliance OfficerCRD 7720412
Contacts
3 of 20
Carrie Endries
Senior Vice PresidentCRD 5291940

Jamie Hobkirk
Portfolio ManagerCRD 7004052

Alexandria Biela
Director of Client ServicesCRD 5987932
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$24.4M in ETFs
89%
$21.8M
0%
$2.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $3.9M | 5,157 | 15.76% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 10 Post Office Sq
- Time zone
- ET (UTC-5)
- Office locations
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