Renaissance Investment Group provides continuous investment management and financial counseling services tailored to individual client goals. The firm creates personalized investment policies using a top-down and bottom-up research approach, investing in equities, fixed income securities, municipal bonds, real estate partnerships, and alternative strategy mutual funds. Clients can choose discretionary or non-discretionary management, allowing the firm to make trades on their behalf or seek approval first. In addition to portfolio management, Renaissance Investment Group offers financial counseling covering estate planning, cash flow, taxes, and retirement for clients meeting specific asset thresholds. The firm operates with a long-term buy-and-hold strategy and accommodates customized environmental, social, and governance screening upon request.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $7.0M | 0.70% |
| $7M+ | 0.55% |
Charitable accounts receive a 10% discount. Fees and account minimums are generally not negotiable except in extraordinary circumstances.