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- Custodian
- Fidelity/NFS · Fiduciary Trust · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-26-2010
- Office Locations
- 1
Office Locations
About Renaissance Investment Group, LLC
Renaissance Investment Group, LLC (founded 2000) is a Lenox, MA RIA providing highly personalized investment management and financial counseling for individuals, families, fiduciaries, and organizations. The team brings senior experience from major banks and emphasizes in-depth research, investment committee involvement, and economic insights, with portfolios heavily implemented using ETFs alongside high-quality fixed income. Senior leaders work directly with clients and their portfolios.
Team overview
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Client Personas
Custodian
Investment Themes
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Owner & Executives
TREVOR MALPAS FORBES
Chief Investment Officer, President
- CRD
- #5994373
- Ownership
- Less than 5%
PAULA MARY HILCHEY
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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CHRISTOPHER GLENN KING
Partner
- CRD
- #1791531
Jeremy David Lundquist
--
- CRD
- #7876522
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $707,421,633 | $1,201,055 |
| Non-Discretionary | $18,663,139 | $3,110,523 |
| Total | $726,084,772 | $1,220,311 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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