How we work
A portfolio is the last thing we build, not the first. What comes before it is the part that makes it yours.
We start by learning the wholeness of you, your family, and your legacy — not just the investments you aim to make.
That means the money you've built and what you built it for. The people who depend on it now and the ones who will later. The work you've given your life to, the causes you've funded, the things you'd want to still be true in fifty years. What you already own, where it sits, what it costs you in taxes, and what you can't move.
Most of this conversation isn't about investments. It's about what the investments are in service of. Portfolios built without it end up generic, and generic is how people end up owning things they can't explain.
Together, we build a Values and Investment Policy Statement that defines your theory of change and how you'll be invested accordingly.
A conventional investment policy statement covers the financial half — objectives, time horizon, risk, liquidity needs, allocation ranges, how and when we rebalance. Ours does that, and then it does the other half. What you want your capital to change. What you won't own and why. What counts as evidence that something worked, so that neither of us can move the goalposts later.
It's a written document, and it governs. When markets get loud, it's what we return to. When you want to change direction, we change the document first and the portfolio second.
We work alongside your CPA, your estate planner, and any other advisors and managers already in your corner.
Most families of means already have good people. The failure is rarely any one of them — it's that nobody is looking at the whole. Tax decisions get made without the giving plan. The giving plan gets made without knowing what's about to be realized. Two managers hold the same position and neither knows.
We don't ask you to replace relationships that work. Where Renew manages a carve-out alongside an existing advisor, that's a coordination problem we're comfortable owning.
The point of all three: that you can explain your own portfolio — what's in it, why it's there, and what it's doing — to anyone who asks.