(Boston, MA) July 17, 2019 – Reynders, McVeigh Capital Management was recently ranked the 11th fastest-growing $1 billion plus, fee-only Registered Investment Advisor (RIA) in the United States by InvestmentNews in the publication’s RIA Rundown 2019: Biggest gainers. In addition to the national ranking, Reynders, McVeigh was the only Boston firm included among the top 15 for year-over-year growth in total assets.
“This recognition is a testament to our clients, partners, and dedicated staff,” said Chat Reynders, CEO and Chairman of Reynders, McVeigh. “Our client focus, philosophy and forward-thinking culture allow us to foster one-on-one relationships with the individuals and institutions we work with and we look forward to continuing to help our clients achieve their goals well into the future.”
Founded in 2005, Reynders, McVeigh has emphasized an unwavering commitment to clients. Combining exceptional investment capabilities backed by its own in-house independent research, the full-service wealth management firm offers financial planning and investment management strategies uniquely tailored to each client’s needs.
For more information about Reynders, McVeigh Capital Management, please visit www.reyndersmcveigh.com.
About Reynders, McVeigh Capital Management:
Reynders, McVeigh Capital Management is a Boston-based full-service wealth management firm that manages portfolios comprised of companies that emphasize sound financials and social impact. The firm has more than $1.9 billion in assets under management and advises on an additional $4.7 billion in trust assets. Reynders, McVeigh constructs individually tailored portfolios by leveraging its proprietary research while emphasizing transparency, discretion, and a due diligence process in support of each investment.
RANKINGS AND AWARDS DISCLOSURE:
Third-party rankings, awards listings and/or recognition by unaffiliated third-party rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Reynders, McVeigh Capital Management, LLC (“Reynders, McVeigh”) is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Reynders, McVeigh by any of its clients. Third-party rankings and recognition from rating services and publications do not guarantee future investment success. Working with a highly-rated investment adviser also does not ensure that a client or prospective client will experience a higher level of performance. InvestmentNews’ information on Reynders, McVeigh was obtained through its Form ADV reported to the Securities Exchange Commission as of May 1, 2019. Reynders, McVeigh did not supply any information directly to InvestmentNews. A more detailed disclosure of the criteria used in making these awards listings, rankings and/or recognition is included below.
Methodology: InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after Jan. 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) nor one who is an insurance company or agency.
Source: InvestmentNews
Disclaimer: The InvestmentNews ranking is not indicative of Reynders, McVeigh’s future performance, may not be representative of actual client experiences, and should not be viewed as an endorsement or specific evaluation of Reynders, McVeigh. Reynders, McVeigh did not pay a fee to participate in this ranking. Reynders, McVeigh is not affiliated with InvestmentNews. Investment advisory services are provided through Reynders, McVeigh Capital Management, LLC.