Renaissance Investment Management

Renaissance Investment Management provides discretionary and non-discretionary portfolio management to a broad client base that includes individual and high-net-worth investors as well as institutional clients. Its Form ADV reports $2.91 billion in discretionary assets and $3.62 billion in total assets as of December 31, 2025, and lists wrap/SMA, UMA, mutual fund, bank/thrift, and municipal/public clients among those it serves.

The firm combines proprietary quantitative screening with fundamental, qualitative research to construct equity and fixed‑income portfolios, selecting securities by factors such as earnings growth, valuation, and estimate revisions. Renaissance manages U.S. and international portfolios (including ADRs and emerging‑market holdings), uses ETFs and mutual funds where appropriate, and documents tax‑harvesting practices and both discretionary trading and model-based (UMA) implementation processes.

Compared with many multi‑team advisers, Renaissance discloses several less common features: it serves banking/thrift and state/municipal clients, acts as a sub‑adviser to investment companies and UMA/Wrap sponsors, and has contractual servicing and marketing relationships with its AMG‑affiliated entity, AMG Funds LLC. The brochure also notes that the firm does not provide financial planning or invest client assets in affiliated mutual funds/ETFs, and that it has added marketing‑compliance controls and illustrative fee‑calculation methodology to its disclosures.