Andrew Renz

Chief Investment officer

Andrew Renz is the Chief Investment Officer at Invst, bringing over 12 years of institutional advisory experience. He holds the CFA charter, CAIA designation, and Financial Data Professional (FDP) certification.

In his role, Andrew leads all aspects of the investment process, including portfolio management, asset class selection, and due diligence. He is instrumental in shaping investment strategies and conducting financial analysis to drive robust, data-informed decisions. Andrew also plays a key role in risk management and supports client and advisor meetings, ensuring alignment with strategic investment goals.

Insights

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Understanding Insurance Needs for Physicians’ Practice Protection

Keeping patients safe and healthy—as a doctor running a practice, that’s your goal. It’s what drives you to hire compassionate staff, explore novel...

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Strategies to Build an Effective Strategy Sheet

Those who taste triumph rarely do so by accident. In any domain, success emerges from consistency, execution, and (above all) sound strategy. ...

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The Power of Employee Benefits and Retirement Plans

One of the best ways to elevate your enterprise and maximize the value you can create as a business owner is to invest heavily and intelligently in...

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Risk Tolerance, Loss Tolerance, and the Velocity of Wealth

Individuals and families looking to build and sustain wealth over time need to contend with risk as both a threat and an opportunity. Whether savin...

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Risk Tolerance and Strategic Decision-Making

For most companies, success is a coin flip. If not within the first year, business failures often happen within the first several years. In fact, a...

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Beyond the Bottom Line: What Does True Success Look Like for an Entrepreneur

Despite economic fluctuations, a significant 77% of entrepreneurs remain optimistic about their business’s survival—and we hope they’re right. Stil...

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The $2 Million Mistake That Could Derail Your Exit

Business owners often dream of a smooth exit when the time comes to retire or move on to new ventures. But without careful planning, that dream can...

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October is Financial Literacy Month: Top Resources for Enhancing Your Financi...

Financial literacy plays a vital role in wealth accumulation and financial well-being. Studies show that individuals with financial literacy achiev...

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Unlocking the Secret to Effortless Savings: Insights from David Mozeika

According to Forbes, about 28 percent of Americans have less than $1,000 in savings across emergency funds, non-workplace retirement accounts, or i...

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Cash Flow Strategies for SMBs: Optimize, Access Credit, and Overcome Challenges

According to a 2023 Goldman Sachs survey, over 75% of small businesses in the United States hold concerns about accessing capital to finance their ...

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