WORKING SIDE BY SIDE TO REACH YOUR GOALS

We combine the personal attention of a boutique investment management firm with research and expertise rivaling the world’s premier money management organizations. Clients rely on Reynders, McVeigh for investment management services rooted in our distinct, diligent approach.

The only fees we are paid are the management fees paid by our clients. We do not earn commissions, accept “soft dollars,” or participate in any other fee incentive programs with brokers.

EQUITY AND FIXED INCOME MANAGEMENT

EQUITY AND FIXED INCOME MANAGEMENT

Long-term investment success requires a strategy that provides growth during times of opportunity and capital preservation in times of economic and market stress.

EQUITY

We invest where we see compelling value across market capitalizations and geographic regions. Our equity management process is backed by our belief that, when purchased at reasonable prices, stocks of well-established companies producing powerful and sustainable earnings growth can provide superior returns over full market cycles.

FIXED INCOME

Bond portfolios are carefully tailored to individual circumstances. Clients tax status, liquidity requirements and income needs are critical factors in establishing the right fixed income mix for each client.  We seek out the highest-quality credits when constructing bond ladders for clients and will only consider U.S. Treasury instruments, foreign government bonds, and municipal and corporate offerings.

FINANCIAL PLANNING

You have a set of values that guides your course in life, and a vision of where your path might lead. The team at Reynders, McVeigh will develop a thoughtful, personalized, financial plan to help you at every step.

PLANNING A PATH

PLANNING A PATH

We can develop a strategy that works for you, with you, and stays in line with the values you live by and the legacy you want to leave behind.

To get started on your plan, contact your Portfolio Manager.

STEWARDSHIP AND ADMINISTRATION

STEWARDSHIP AND ADMINISTRATION

TRUST MANAGEMENT SERVICES

As a full-service wealth management firm, we ensure that your trust account is managed to achieve your financial vision and extend your personal values to future generations. We offer:

  • Experienced trustees
  • Estate planning review capabilities
  • Thoughtful trust administration
  • Family Office advisory services

REPORTS AND RECORD KEEPING

We value transparency and have implemented this across our Firm’s business and practices. We provide:

  • Comprehensive portfolio presentations, with cost and market positions, weightings and yields, current valuations and quarterly performance.
  • Account transactions in both single and multiple custodian environments, reported quarterly.
  • Annual, tax-compatible statements of dividends, interest and capital gains.

IMPACT INVESTING

RETURNS WITH IMPACT   

Our team seeks out the leading edge of impact investing — sourcing private placement investments that expect both financial and social/environmental returns. Risk and financial returns can be dialed up or down, depending on your social interests, financial goals and liquidity needs.

 Our investments focus on changes in:

  • Affordable housing
  • Renewable energy
  • Social and economic justice

 INNOVATION                                                                                                                                                                                                         

We enthusiastically embrace the creative approaches behind successful impact models – and we don’t do it alone. We work alongside our peers to create innovative financing models that emphasize measurable social impact, preservation of capital, and scalability that benefits communities and our clients.

 SOLUTIONS                                                                                                                                                                                                         

Most importantly, we raise opportunities that make sense for you. We start by understanding your financial situation and values, which guide us to consider alternate asset classes, risk levels and return potential.

Find out more about how we’re working nationally and in Boston with nonprofits, incubators, and investors to develop models that will improve our collective futures.

RMCM, LLC

© Reynders McVeigh Capital Management
121 High Street, 4th Floor
Boston, MA 02110

Phone: 617.226.9999
Fax: 617.226.9998
Email: info@reyndersmcveigh.com

Past performance is not indicative of future results, which may vary. The value of investments and the income derived from investments can go down as well as up. Future returns are not guaranteed, and a loss of principal may occur. Performance is described on a net basis and reflects the deduction of management fees, brokerage commissions and any other expenses (other than custodial fees) and includes the reinvestment of all dividends, interest and other income. The major global indices referred to herein are the S&P 500 Index, the MSCI World Index, and the MSCI EAFE Global Index (the “Indices”). The Indices invest in a different mix of countries, securities and sectors that the accounts managed by RMCM, which may cause some differences in performance between the RMCM accounts and each of these Indices.