Renaissance Investment Management
Assets Under Management
$2.8B
Number of Clients
1,549
Number of Advisors
8
Average Client AUM
$1.8M
AUM per Advisor
$345.8M
Compensation
Fee-Only (AUM)
About This Firm
Renaissance Investment Management, in business since 1978, manages portfolios for institutions and individuals, focusing on long-term performance. They specialize in domestic equity, international equity, REIT, balanced, asset allocation, and fixed income strategies. Their investment process blends quantitative models with qualitative research.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fee Estimator
Renaissance charges fees based on a percentage of assets under management, calculated at the end of each billing period. The standard practice is to bill quarterly in advance. Clients may also incur additional fees such as trade commissions and custodial fees. Fee schedules can be modified. The firm does not have a minimum account size or charge a standard minimum annual fee. Fees can be negotiated based on client circumstances.
Areas of Practice
Location
50 E. Rivercenter Blvd., Suite 1200, Covington, KY, 41011