Sustainable portfolios
Portfolios connect investments with client goals and values.
Reynders McVeigh Capital Management
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About Reynders McVeigh Capital Management
A sustainable investing and wealth management firm. Reynders McVeigh Capital Management is headquartered in Boston's Financial District and works with clients to connect investments with their goals and values. The firm develops financial plans and investment strategies tailored to clients' risk, return, and income needs, then builds sustainable portfolios grounded in investment fundamentals. Its services include investment management and ongoing portfolio oversight. Clients receive regular investment reports with performance and risk data, along with quarterly market outlooks and personal attention from a dedicated advisor. Client service professionals monitor day-to-day account activity, and discussions are scheduled as often as needed. The firm says its approach combines investment capabilities with the personal attention of a boutique wealth management firm. It was founded in 2005 and focuses on sustainable investing.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Financial planning
Plans and strategies address risk, return, and income needs.
Ongoing oversight
Regular reports and monitoring support portfolio management.
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