Renaissance Investment Management

Wealth Management Firm in Covington, KY

Firm Info
Address: 50 E Rivercenter Blvd #1200, Covington, KY 41011, USA
Website:
Phone: (513) 723-4500

Firm Size
Assets Under Management: $2.6 billion
# of Advisors: 9
# of Clients: 998
Client to Advisor Ratio: 111:1
Average Account Size: $2.6 million
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management Investment Company
  • Portfolio Management for Businesses or Institutional Clients

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Banking Institutions
  • Investment Companies
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Corporations or Other Businesses Not Listed Above
  • Other

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

Get Connected with a Financial Advisor

* required fields

Renaissance Investment Management Overview

Founded in 1995, Renaissance Investment Management is a fee-based registered investment advisory firm based in Covington, KY. As an investment advice only firm, they specialize in providing personalized investment advice to individuals, small businesses, and institutional clients. Renaissance Investment Management prides itself on its portfolio management services which it offers to all clients. Their portfolio management services cater to various types of clients, including individuals, investment companies, small businesses, and institutional clients. They work with clients to develop customized portfolios tailored to their unique goals and risk tolerance, with the aim of generating high returns for their clients' investments. The firm's fee-based business model ensures that they receive compensation in the form of a fee based on a percentage of the assets they manage. This business model puts the firm in a position to focus exclusively on helping their clients achieve their investment goals rather than earning commission from products or other services. Overall, Renaissance Investment Management is a top-notch registered investment advisory firm that has made a name for itself in portfolio management for individuals, small businesses, and institutional clients. As a fee-based firm, they are not biased towards any investment product or service and are solely focused on providing expert investment advice that can help clients to maximize their returns.

, performance-based fees, hourly rates, fixed fees, retainer fees, and project-based fees are the fee structures available at Renaissance Investment Management. The fee structures vary depending on the type of service provided for the client. For instance, a percentage of AUM fee structure would be beneficial for clients who require asset management services. Performance-based fees are ideal for clients who have investments that require active management. Hourly rates and fixed fees are suited for clients who need help with financial planning and investment advice. Retainer fees are ideal for clients who require ongoing investment advice, whereas project-based fees are more suited for clients who require consultations for specific projects. Renaissance Investment Management provides its clients with a range of fee structures, so they can choose the option that best fits their needs and budget.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Renaissance Investment Management does not explicitly state what their investment minimum is. There is no note in the brochure that mentions an investment minimum requirement for clients. It is possible that they do not have a minimum investment requirement or that they only disclose that information to prospective clients during the initial consultation process. As such, interested parties should contact the firm for further details on investment minimums.

How This Office Can Help Covington, KY Residents

Renaissance Investment Management (RIM) is a professional financial management company that provides tailored financial solutions to clients in Covington, KY. The firm understands that each client's financial situation is unique and requires bespoke strategies to achieve their financial objectives. Therefore, RIM offers a wide range of services such as personalized asset management, investment research and advice, retirement planning, and estate planning. Being faced with a variety of financial situations, Covington, KY clients can benefit from RIM's expertise. For instance, some may be dealing with the challenges of saving for retirement, while others may be trying to navigate a complex estate plan. Additionally, some clients may be concerned with managing their investments effectively to meet their desired returns. RIM provides solutions for these situations, enabling clients to achieve their financial goals with peace of mind. Overall, RIM's comprehensive approach to financial management empowers clients in Covington, KY to take control of their financial future.

To view the Minimum Investment and Fee Schedule for Renaissance Investment Management, visit their Part 2 Brochure.

Services Offered by Renaissance Investment Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Renaissance Investment Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 50 E Rivercenter Blvd #1200, Covington, KY 41011, USA
Phone (513) 723-4500
Opening Hours
  • Mon 9 AM–5 PM
  • Tue 9 AM–5 PM
  • Wed 9 AM–5 PM
  • Thu 9 AM–5 PM
  • Fri 9 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  1 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Renaissance Investment Management is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Puerto Rico
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Virgin Islands

Disciplinary History

Renaissance Investment Management does not have any disclosures. Please visit it's Form ADV for more details.