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Kora Jefferis

Renaissance Investment Management

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About Kora Jefferis

Kora Jefferis is a financial advisor at Renaissance Investment Management. Kora is a Certified Financial Planner and has been in the industry since 2014. Kora has experience working with individuals, businesses, investment companies, and state or municipal government entities. Kora's firm offers portfolio management services for individuals, businesses, and investment companies.

Firm Information

Kora Jefferis is currently registered with Renaissance Investment Management. Renaissance Investment Management is an investment advisor headquartered in Covington, Kentucky. With over $2.5 billion in assets under management, the firm provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. Their services include wrap fee programs, discretionary and non-discretionary management, and customized investment strategies. Renaissance Investment Management has a team of 7 investment advisor representatives serving over 1,200 accounts.
Renaissance Investment Management

50 E. RIVERCENTER BLVD.

COVINGTON, KY 41011

$2.54B

Assets Under Management

16

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kora Jefferis’s Registration & Firm History

KY

11/21/2024 - Present

Renaissance Investment Management (COVINGTON KY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kora Jefferis.
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