Trust in a disciplined approach and rigorous research.
Investment and Portfolio Management
We are investors with a long-term lens and a history of protecting client assets across market cycles.
Your goals, needs, and values guide our work so we can provide the most accurate and objective financial planning and investment advice for you alone. We remain transparent in our decision making about individual securities, and we believe passionately in “knowing what you own.” We embrace the opportunity to share with every client our rationale for the investments we make — and those we choose not to make.
Our core investment discipline seeks capital preservation and appreciation through full market cycles. We look for sustainable growth opportunities domestically and abroad by analyzing investments over a three-to-five-year timeframe.
Equity Management
We back our equity management process with the belief that stocks will provide superior returns over time if they:
Come from well-established companies
Produce powerful earnings with an above-average opportunity for dividend growth
Are purchased at a reasonable price
We are active investors that look for low-debt companies with progressive management teams in industries with consistent or growing demand.
Risk Management
We believe that financial performance and risk are directly correlated to ESG metrics. These additional metrics are essential to understanding a company’s long-term growth outlook.
Integrating these metrics is part of our commitment to upholding the highest fiduciary standard. Liabilities can take root beyond the balance sheet. By including ESG analysis, we gain better insight into how each prospective investment will fare across economic scenarios.
Fixed Income Management
We actively manage the fixed-income component of balanced portfolios to provide assured income and stability in the investment mix.
We do not believe in taking on undue risk, and we tailor bond portfolios to consider your tax status, liquidity requirements, and income needs.
If you’d like to learn more about the Reynders, McVeigh experience, please feel free to reach out to us.
© Reynders, McVeigh Capital Management
10 Post Office Square, Suite N1010
Boston, MA 02109
Phone: 617.226.9999
Fax: 617.226.9998
Important Disclosures. Past performance is no guarantee of future results. Every investment carries the potential for both profit and loss. Reynders, McVeigh's sustainable investing strategy and use of ESG metrics may result in the strategy underperforming similar strategies that do not apply a sustainable investing approach.