Renaissance Investment Group, LLC

Renaissance Investment Group, LLC provides discretionary and non-discretionary portfolio management and financial counseling to a mix of individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, corporations and banking or thrift institutions. Financial counseling is offered only to clients with at least $1 million of investable assets under management, and the firm also serves as investment adviser to corporate trustees with an additional, negotiated trustee fee.

The firm combines a top‑down analysis of geopolitical and macroeconomic factors with bottom‑up fundamental research and a long‑term purchase‑and‑hold orientation, typically holding positions for at least 12 months. RIG tailors portfolios to client‑specific investment policy statements, uses an ESG Focus List scored by third‑party vendors that is adapted per client, and monitors accounts on a continual basis with formal annual reviews.

RIG is a wholly owned subsidiary of SA Concepts, LLC and discloses an ownership structure in which Stratos Wealth Enterprises, LLC holds the majority interest; it lists affiliates including Stratos Wealth Advisors, Stratos Wealth Partners and Stratos Investment Management (the latter serving as a subadvisor) and describes cost‑sharing for research and reduced third‑party software pricing with those affiliates. The brochure also explicitly lists banking or thrift institutions among its client types—a less common client segment for similar team firms—and makes firm and regulatory materials available via its website and the SEC’s adviserinfo site.