REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC is a leading financial management firm based in Boston, Massachusetts. With their team of experienced advisors, they provide customized financial solutions to a diverse range of clients.
How does the advisor help clients – Key Takeaways:
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC offers a wide range of financial services and expertise to assist their clients in achieving their financial goals. These key takeaways highlight the ways in which they help their clients:
- Customized financial solutions tailored to individual needs and goals
- Expertise in investment management and financial planning strategies
- Accessible and responsive client support
- Comprehensive risk management strategies
- Ongoing monitoring and adjustment of client portfolios
Facts and Insights:
Here are some important facts and insights about REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC:
- Founded in 1986, they have over 30 years of experience in the financial industry
- They currently manage over $5 billion in assets
- Their team consists of 16 advisors, each with specialized knowledge and credentials
- The firm places a strong emphasis on socially responsible investing and has been recognized for their sustainable investment strategies
- They have a strong track record of performance and have received numerous industry awards and recognition
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | 16 | 30+ years |
Financial Services Offered:
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC offers a wide range of financial services to their clients, including:
- Investment management
- Financial planning
- Socially responsible investing
- Tax planning
- Estate planning
- Retirement planning
- Education planning
- Risk management
Client Types:
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC works with a diverse range of clients, including:
- High net worth individuals
- Family offices
- Institutional investors
- Foundations and endowments
- Retirement plans
- Non-profit organizations
Fees & Compensation:
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC charges a fee based on a percentage of assets under management. The fee schedule is tiered and may vary based on the type and complexity of services provided. They do not receive any third-party compensation, ensuring their recommendations are solely based on the best interests of their clients.
Background:
The founders of REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC, Peter J. Reynders and John McVeigh, combined their expertise and experience to create a firm that could provide socially responsible investing solutions to clients. Their commitment to sustainable and ethical investments has earned them a strong reputation in the industry.
Financial Advisor Disclosures to Know:
Before choosing a financial advisor, it is important to understand any potential conflicts of interest or past disciplinary actions. Here are a few disclosure items to know about REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC:
- They have a clean record with no instances of formal disciplinary action or regulatory sanctions
- There are no reported client complaints or arbitration awards against the firm or its advisors
- They have a fiduciary duty to act in the best interests of their clients