THE RENAISSANCE GROUP

Overview

The Renaissance Group operates as an independent registered investment adviser organized as a limited liability company and is structured under individual ownership. The firm positions itself as a capital allocator for individual and family clients, emphasizing financial planning delivered on an hourly-fee basis rather than traditional asset-based billing. That fee model suggests the business focuses on advice and plan development, with investment implementation tailored to each household’s needs rather than a one-size-fits-all wrapped product. Investment activity centers on directing client capital into conventional pooled products and selectively into external managers when appropriate. The firm does not identify as an active ESG investor and does not list pension consulting or a multistate adviser footprint. It lists accounting as a professional affiliation, which indicates coordination with tax and accounting professionals is part of the service model.

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Investments & Alternatives

Location & Offices