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.

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The Case for Including Bitcoin in a Diversified Portfolio

Executive Summary As fiduciaries, one of our roles is to help clients achieve their long-term financial goals by prudent, research-driven portfolio...

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The Big Beautiful Bill Act Is Now Law

What It Means for Individuals, Business Owners, and Long-Term Strategy On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law—...

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Why Wealthy Families are Turning to Independent Wealth Managers 

Traditionally, the term “wealth management” conjures images of vast, venerable institutions. Gray suits. Jet black buildings. Nineteenth century fo...

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The Family Business Succession Playbook

Legend has it that Andrew Carnegie, an all-time titan of industry, once commented on the challenge of preserving family wealth beyond three generat...

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Legacy: What Does It Really Mean

Legacy: What Does It Really Mean?  Words carry power. But sometimes, through overuse, we drain them of meaning. The word legacy has suffered t...

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Why is it Important for Business Owners to do Assessments

Why is it Important for Business Owners to do Assessments?  It’s tempting to picture a business as a static entity—either “successful” or a “s...

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Tariffs + Transitions: A Tomoro Perspective on Policy Shifts, Market Psycholo...

Understanding Market Anxiety and Looking Past the Headlines Tariffs make headlines. Markets react. Emotions spike.But smart owners and wealth build...

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Protecting Your Wealth During Your Athletic Career

As a pro athlete, you live out every kid’s dream: performing under the bright lights and amidst the roar of a raucous crowd. Your first taste of th...

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Planning for Healthcare Costs in Retirement: What You Need to Know

We live in an era of groundbreaking healthcare. Countless novel surgeries, drugs, and life-extending tech hit the market every year, helping future...

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Investing in Emerging Markets: Opportunities and Risks for Forward-Thinking I...

The most coveted position in the investment world? That would be the ground floor, or the wave as it starts to rise. Those who catch this elusive b...

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