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Advice

At Renascence & Partners we always take a long term approach with our clients and it is our responsibility to guide you through the market cycle. For every client we produce a tailored investment plan that serves as a roadmap for our relationship. When constructing investment portfolios and solutions we take a very cost sensitive approach as we understand the effect high fees can have on portfolio growth and value. We understand that investment policy and asset allocation must be dynamic. It is not a “set it and forget it” proposition. Circumstances change and the most successful investment plans must be flexible. All of our advisors are US licensed Advisory Representatives.

 

Our relationship with you is comprehensive.

We are active participants in every dimension of your financial life. The process begins with a detailed understanding of your situation, values and goals. We analyse this information to establish a balance of income and growth that will fit your needs both now and in the future.

 

Financial Advice Wherever You Are.

Financial Advice Wherever You Are.

 

 

At Renascence & Partners we understand that our clients tend to be regularly on the move and sometimes in remote locations. By utilising the latest communication technology available, Renascence & Partners provide a number of ways to always keep in touch with your adviser that go beyond the traditional methods of contact.

All clients are provided with online access to their portfolio so you can always keep track of your investments wherever you are.

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Due Diligence

Due Diligence

 

A few quick and simple checks may save you from dealing with an unscrupulous financial professional, a disreputable firm or paying higher fees than you expected. It’s worth checking any disciplinary problems or disputes, this can be easily done by visiting the broker check website and searching for both the investment adviser firm and the individual adviser. Any FINRA/SEC registered adviser firm will be able to provide you with the companies CRD number which will help you identify them.

Check the background of our advisers on the Investment Adviser Public Disclosure page.

If you are approached by a firm that is not properly licenced and registered here in the US or not authorised to offer advice here, there is a government whistle blowers website you can visit and report any company that is not registered.

The SEC (Securities Exchange Commission) takes this very seriously and in some cases, offer a reward for information leading to successful action.

https://www.sec.gov/whistleblower