Renaissance Investment Group, LLC logo

Renaissance Investment Group, LLC

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Client assets under management

$649,851,603

Clients

254

52% high-net-worth

Advisors

4

of 9 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

64

Typical

Average account size

$2,558,471

About

Renaissance Investment Group (RIG) provides discretionary and non-discretionary investment supervisory services and financial counseling to a mix of individual and high‑net‑worth clients as well as institutional clients, including banking or thrift institutions, pension and profit‑sharing plans, charitable organizations and corporations. Financial counseling — covering estate, cash‑flow, tax, retirement and risk‑management topics — is offered to clients with at least $1 million of investable assets under RIG’s management.

The firm integrates a top‑down macroeconomic and geopolitical analysis with bottom‑up fundamental and technical research, typically pursuing a long‑term purchase‑and‑hold strategy with hold periods of 12 months or more. RIG also uses a client‑by‑client ESG process guided by a third‑party scored ESG Focus List, blends equities with bonds and cash to manage volatility relative to the S&P 500, and may invest in alternative‑strategy mutual funds where appropriate.

RIG’s brochure discloses a December 1, 2025 indirect acquisition that places the firm under SEI‑Eclipse Holding Company and Stratos Management ownership, creating affiliations with other registered advisers and a limited‑purpose broker‑dealer; it also reports sharing research costs with an affiliate and receiving reduced third‑party software costs. Combined with its acceptance of banking/thrift clients and its ability to provide corporate trustee and customized ESG services, these ownership and resource arrangements distinguish RIG from many similarly sized team firms.

Client services

Financial planning Portfolio management

Expertise

ESG / Sustainable investing

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Fee options

Percentage

$0 - $3,000,000: 1.00% annually $3,000,001 - $7,000,000: 0.70% annually $7,000,001+: 0.55% annually

Other

Account minimum: $500,000

Main office location

Renaissance Investment Group, LLC

45 Walker Street

Lenox MA 01240, United States

Number of offices

1

Most active in

California · Connecticut · Florida · Louisiana · Massachusetts · New Hampshire · New York · North Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jeremy L

Series 65

Lenox, MA

Renaissance Investment Group, LLC

Jeremy Lundquist is a financial advisor with Renaissance Investment Group, LLC and holds a Series 65 designation. He has four years of experience at Renaissance Investment Group and previously served in positions with the United States Government and George Mason University. Renaissance Investment Group provides discretionary and non-discretionary investment supervisory services and financial counseling to individual, high-net-worth, and institutional clients. The firm combines macroeconomic and geopolitical analysis with fundamental and technical research, typically pursuing a long-term purchase-and-hold strategy, and offers customized ESG services as part of its investment approach.

ESG / Sustainable investing
user avatar

Trevor F

Series 65

Lenox, MA

Renaissance Investment Group, LLC

Trevor Forbes is a financial advisor at Renaissance Investment Group, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Renaissance Investment Group since 2011. Renaissance Investment Group provides discretionary and non-discretionary portfolio management and financial counseling to individuals, pension and profit-sharing plans, charitable organizations, corporations, and banking or thrift institutions. The firm combines top-down geopolitical and macroeconomic analysis with bottom-up fundamental research, maintaining a long-term purchase-and-hold strategy tailored to client-specific investment policy statements.

ESG / Sustainable investing
user avatar

Christopher S

ChFC®, Series 65

Lenox, MA

Renaissance Investment Group, LLC

Christopher Silipigno is a financial advisor at Renaissance Investment Group, LLC with seven years of industry experience. He holds the ChFC® designation and a Series 65 license. His prior work includes roles at Home America Lending, City Mission of Schenectady, and CAS Management Consulting. Renaissance Investment Group provides discretionary and non-discretionary portfolio management and financial counseling to individuals with at least $1 million in investable assets, pension and profit-sharing plans, charitable organizations, corporations, and banking or thrift institutions. The firm combines top-down geopolitical and macroeconomic analysis with bottom-up fundamental research and a long-term, purchase-and-hold approach tailored to client-specific investment policies.

ESG / Sustainable investing
user avatar

Thomas M

Series 63, Series 66

Lenox, MA

Renaissance Investment Group, LLC

Thomas Malinowski is a financial advisor with Renaissance Investment Group, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Renaissance Investment Group, formerly LIG Group, LLC, since 2010. Renaissance Investment Group provides discretionary and non-discretionary portfolio management and financial counseling to individuals, pension and profit-sharing plans, charitable organizations, corporations, and banking or thrift institutions. The firm combines top-down geopolitical and macroeconomic analysis with bottom-up fundamental research and maintains a long-term purchase-and-hold investment approach tailored to client-specific policy statements.

ESG / Sustainable investing
user avatar

Christopher K

Series 63, Series 65

Lenox, MA

Renaissance Investment Group, LLC

Christopher King is a financial advisor at Renaissance Investment Group, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Renaissance Investment Group (formerly Lig Group, LLC) since 2010. Renaissance Investment Group provides discretionary and non-discretionary portfolio management and financial counseling to individuals, pension and profit-sharing plans, charitable organizations, corporations, and banking or thrift institutions. The firm uses a combination of top-down geopolitical and macroeconomic analysis with bottom-up fundamental research and maintains a long-term purchase-and-hold investment approach tailored to client-specific policies and ESG considerations.

ESG / Sustainable investing
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