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Reynders, McVeigh Capital Management, LLC.
Wealth Management, Asset Management, Other
Full-service wealth management and sustainable investing firm headquartered in Boston, Massachusetts, offering tailored financial plans and sustainable investment strategies rooted in sound fundamentals.
Overview and Management
Establishment Year
2005
Mission
To align investment strategies with clientsÕ goals and values, focusing on capital preservation, long-term growth, and sustainable investing.
Values
Innovation, discipline, sustainability, personal attention, and alignment with client aspirations.
Investment Roles
Direct Investor, General Partner (GP)
Participant Demographics
Serving individuals, families, family offices, endowments, foundations, retirement plans, and trust departments.
Generational Wealth Planning
Focus on legacy planning, trust and estate strategies, and tax-efficient wealth preservation.
Risk Tolerance
Moderate risk tolerance with a focus on capital preservation and sustainable growth.
References or Case Studies
Team Experience
Notable Achievements
$3.6 billion AUM and $2.5+ billion AUA
Project Track Record
Impact investments in renewable energy and affordable housing
Exit Strategies
Legal, Compliance and Contact Information
Regulatory Registrations
SEC
Compliance History
No legal or disciplinary history
info@reyndersmcveigh.com
Phone Number
617-226-9999
Address
Boston United States