Investment Advisory

Our Investment Advisory team supports not only our advisors, but their clients as well. Through in-depth research and planning the group is able to help your advisor design a financial portfolio that best suits your needs. Your portfolio is customized to align with your investment objectives and risk tolerance. If you are not aware of your comfort level with investment risk we will work with you to determine this together. Ongoing meetings will allow for your portfolio to be reviewed and updated as your goals evolve. Life changes, such as a higher paying job, inheritance, special needs children, kids graduating from college or retirement make it common to adjust or even change your investment strategy. We help you navigate through each phase of life and we will adjust the sails as needed to make sure you stay on course to meet your goals.

We understand our clients enjoy the personal attention they receive at Renaissance Financial. Specifically, the customization of their portfolio using stocks, bonds, mutual funds, private money managers and specific strategies help individuals achieve their financial objectives. We are constantly monitoring the markets, along with investment trends so we can make sure you are moving toward your goals. Our investment committee is also in place to monitor the “big picture” as well as specific stocks and mutual funds, making sure that adequate due diligence is done every step of the way. We spend an extraordinary amount of time watching all of this so you do not have to. Our job is to provide you with a tremendous amount of service and expertise, to allow you the time to focus on your family and your business.

The Investment Advisory team at Renaissance Financial is comprised of several investment specialists including Eric Siefert ,CFP, Chasity Brooks, Christine Morgenthaler, Andrey Rudomiotov, and Gary Orf, CFA.

If you would like more information, please contact: Eric Siefert, Director, Investment Operations, at (314) 932-4300 x4245, or by email at eric.siefert@rfconline.com.