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Andy Eng

Advisor at Renaissance Investment Management

Updated today
Renaissance Investment Management logo

Firm

Renaissance Investment Management

Location

Covington, KY 41011

Credentials

CFA®, Series 63

Industry experience

9 years

About

Andy Eng is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Renaissance Investment Management. He previously worked at Northwestern Mutual for sixteen years before joining Renaissance. Renaissance Investment Management provides discretionary and non-discretionary portfolio management to a diverse client base, including individual and institutional investors. The firm employs a combination of systematic quantitative screens and fundamental research to manage portfolios across various asset classes, including domestic and international equities, REITs, balanced, and fixed-income strategies.

Client services

Based on Renaissance Investment Management

Portfolio management

Expertise

Based on Renaissance Investment Management

Passive / index investing Active portfolio management Concentrated stock management

Fee options

Percentage

$0 - $5 million: 0.75% $5 million - $10 million: 0.70% $10 million - $15 million: 0.65% $15 million - $20 million: 0.60% $20 million+: 0.55%

Other

Fee-only: Standard management fees based on tiered AUM schedule; no commissions received; no performance fees.

Location

50 E. Rivercenter Blvd., Suite 1200

Covington, KY 41011

Most active in

Kentucky

Work history

Renaissance Investment Management

2018 - Present (8 years)

Renaissance Investment Management

2016 - Present (10 years)

Northwestern Mutual

2000 - 2016 (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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