Reynders, McVeigh Capital Management manages investment portfolios and provides discretionary and non-discretionary investment advisory services for individuals, families, trusts, and institutional clients. Founded in 2005 and based in Boston, the firm specializes in long-term, sustainable investing that integrates traditional financial analysis with environmental, social, and governance considerations. Portfolios typically consist of equities, fixed income, or a balanced mix, emphasizing growth at a reasonable price, dividend-paying companies, and high-quality bonds. The firm also offers guidance on retirement and estate planning for clients who meet its investment minimums, and manages a mutual fund designed to provide access to its equity strategy.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.75% |
Accounts invested solely in fixed income are charged 0.30%. Fees are negotiable based on circumstances and relationships.