Renaissance Wealth Management

Custom Portfolio Design

Our investment portfolios are as diverse as our clientele. Non-correlating asset allocation strategies and low investment expenses are critical to their success. Proactive money management and opportunistic re-balancing helps us mitigate risk and optimize performance. Below is a sample of our most popular wealth management strategies:

The Endowment Strategy

After witnessing the powerful correlation between stocks and bonds in the bear market of 2008, we applied the teachings of Yale CIO David Swensen and created an investment portfolio with equities, fixed income, commodities, and real estate. Infused with a global approach, this asset management strategy replicates the Ivy League endowments, employs low expenses and boasts constant liquidity. Portfolios featuring this asset allocation have outperformed every calendar year bear market since 1973.*

Sector Rotation Strategy

"Opportunistic" describes this asset management strategy, with risk variations running the gamut from capital preservation to long-term growth. Guided by our deep bench of LPL Financial analysts, these investment portfolios integrate research on equities, fixed income, commodities and alternative investments. Renaissance Wealth Management tailors each portfolio to our clients' investment objectives, with updates throughout the year.

Technical Strategy

Designed for clients seeking conservative exposure to growth, this asset allocation strategy includes domestic and international equities, real estate, commodities and U.S. treasuries. In 2008 this investment portfolio lost less than 2%, and it saw positive calendar year returns every other year since 1973. We prefer this wealth management strategy for clients who seek exposure to growth but are at the same time concerned about risk and volatility.

*Past performance is no guarantee of future results. The market for all securities is subject to fluctuation such that upon sale an investor may lose principal.