A complete list of active advisors currently associated with Reynders, McVeigh Capital Management, LLC
Warmer can help you find a great advisor at Reynders, McVeigh Capital Management, LLC or one who fits your needs even better.
Reynders, McVeigh provides discretionary and non‑discretionary investment management, financial planning, and investment consulting across a mixed client base. Its clients include individual and high‑net‑worth investors, trusts and estates, pension and profit‑sharing plans, family offices and law‑firm trust departments, and the firm serves as investment adviser to a mutual fund. The firm applies a growth‑at‑a‑reasonable‑price (GARP) philosophy that combines fundamental financial analysis with integrated environmental, social, and governance (ESG) considerations and active shareholder engagement. Investment implementation is driven by in‑house research and an equity investment model (typically 30–50 holdings) complemented by laddered fixed‑income portfolios with relatively short target durations; impact investments are offered on a non‑discretionary basis with client consent. Reynders, McVeigh is notable among multi‑team advisers for its dual role as adviser to the Reynders, McVeigh Core Equity Fund and for providing model‑portfolio and consulting services to institutional and other investment‑adviser clients. The firm also discloses less common operational practices — such as internal cross‑account transfers for fixed‑income securities, formal conflict‑management measures related to its fund role (including waiving SMA fees on Fund assets), and participation in a referral program — and maintains procedures (including surprise custody examinations where applicable) consistent with its trustee and fund‑management activities.
To learn more about the advisors currently working at Reynders, McVeigh Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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