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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Unlocking the Secret to Effortless Savings: Insights from David Mozeika

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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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Family First: Protecting Your Loved Ones with Insurance Planning

After the years you’ve spent establishing your career, building your business, or accumulating wealth for future generations, it’s only fair that y...

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Real Estate Investing vs College Saving: Where Should You Put Your Money

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Building Business Resilience with Risk Management & Insurance

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A Physician’s Guide to Managing Student Loan Debt

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The Ultimate Guide to Estate Planning

When you’ve spent decades building a solid financial foundation to pass on to your next of kin, the last thing you’d want is friction when it comes...

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Is My Business on Track for a Successful Exit?

When starting businesses, many entrepreneurs plan to grow and scale them with the long-term goal of eventually selling the company. But the path to...

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