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  3. Investment Advisory

Investment Advisory

When you invest with Renaissance Financial’s Investment Advisory Services, you get a hands on team of highly experienced investment professionals who are equipped to help you get the most from your money. We work with you to create a roadmap for your financial portfolio based on your unique investment objectives, liquidity needs, tolerance of risk, and time horizon. Whether you have one investment goal or an array of complex needs, we put our investment knowledge and experience to work for you.  

 

Benefits of Our Investment Advisory Services:  

  • Personalized one-on-one attention from trusted investment professionals
  • Comprehensive knowledge of the vast array of investment choices available to you
  • Thorough understanding of current market conditions and how it affects your investments
  • Customized investment strategies using stocks, bonds, mutual funds, private money managers and specific strategies geared toward your needs
  • Professional investment guidance based on in-depth research, creating a well thought out strategy that helps anchor emotions when the market hits rough patches
  • Rigorous due diligence via ongoing monitoring
  • Service and expertise that allows you the time to focus on your family and your business

 

How Our Investment Advisory Services Work:  

  • Develop an investment profile:  We work with you to determine the appropriate mix of assets that fit your needs, taking into consideration your investment goals, the time frame you want to invest, and your feelings about risk.
  • Choose the right investments:  Based on your customized profile, we help create a diversified portfolio with a long-term perspective.
  • Portfolio monitoring:  We review the overall market as well as specific stocks and mutual funds on an ongoing basis. We spend a great deal of time watching all of this so you don’t have to.
  • Making adjustments:  Life changes, and so do your investment goals. Ongoing meetings with us will allow for your portfolio to be reviewed and adjusted through each stage of your life.

 

Our Team

The Investment Advisory team at Renaissance Financial is comprised of several investment specialists:
Gary Orf, CFA®, Chief Investment Officer
Eric Siefert, CFP®, ChFC®, CFS®, Director of Investment Solutions
Christine Fitzmaurice, Director of Compliance and Investment Operations
James Wright, CFA®, Investment Advisory Specialist
Lisa Guthrie, Investment Advisory Specialist
Stephen Schott, CFS®, Trader and Investment Advisory Specialist
Chris Jones, Trader and Investment Advisory Specialist
Tina Kolb, Investment Advisory Specialist
John Noddings, Billing Manager

 

Learn More

To learn more about Renaissance Financial’s Investment Advisory program, please contact Christine Fitzmaurice, Director of Compliance and Investment Operations, at (314) 932-4300 x4286, or by email at christine.fitzmaurice@rfconline.com.

Securian Financial Services, Inc. is a Registered Investment Advisor

1024734 DOFU 10/2014

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Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC.

Renaissance Financial is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Renaissance Financial are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Renaissance Financial are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. 1800061 DOFU 07/2017

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