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

View all

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

The Two Pillars of Smart Business Planning (Owner Planning + Exit Planning)

Successful business owners have much in common with magicians. Armed with little more than a vision, they conjure a thriving and resilient operatio...

Learn More

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...

Learn More

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. ...

Learn More

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...

Learn More