Financial Counsel
Important assets require stewardship. In an increasingly complex financial environment, the choice among forms of management is both critical and difficult. At the core of that choice is a relationship – a relationship that should afford you not only investment skills, but concern and understanding and responsiveness as well.
Reynders, McVeigh advises on more than $4 billion in investment assets. Many years of working with high net-worth individuals and families have made us both sensitive to and knowledgeable about the special challenges and opportunities that accompany individual and family wealth. We have also provided extensive advisory services to foundations, endowments, and cultural institutions, and to trust departments and profit-sharing plans across the country.
In each instance, the most important service we provide is the determination, with the client, of an appropriate investment objective. Each client brings his or her own set of priorities, tolerances, and hopes to the table. Our job is to help set reasonable and responsible goals and to design an investment plan that not only meets the client’s needs, but is also in harmony with the client’s long-term vision.
We offer independent and carefully tailored advice to serve each individual client’s purposes. We do not sell products, and therefore have no vested interest in any investment instrument that we may recommend. From the specific selection of individual stocks to the allocations within your portfolio to the structure of your estate, we are here to guide you as you envision your own, unique financial future.
Clients may choose to have us take discretion, or they may choose to retain independent control of activity in their accounts. Whether we exercise discretion or not, we will provide regular updates on client holdings and share the reasoning behind our investment recommendations. This provides the opportunity for discussion and explanation that is critical to the ultimate goal of our investment approach:
Peace of mind.
