+1 760.340.4277 customerservice@myfinancialcoach.com

Socius

Mark Renz, Chief Investment Officer of Socius, an independent multi-family office, invested more than two decades in the financial services industry as an investment adviser to high-net-worth families, launching a single-family office on 2001, then later joining Socius in 2014 as CIO.

Known for his upfront and frank dialogue, Mark helps clients avoid the pitfalls and sales-driven investments pushed by large wirehouses. As the author of Socius’ Transparency Audit process, he enables new clients to see the true costs and hidden fees of their investments. Mark advises clients on every aspect of their finances, while also researching investment opportunities for the firm’s clientele at large.

Raised in Lido Beach, New York, Mark now lives in Tequesta, Florida with his wife, two sons, and two Rhodesian Ridgeback dogs. Mark enjoys quality time with his family, golfing with friends, and cheering on the Miami Dolphins, Miami Heat, and University of Miami Hurricanes.