How We Help Our Clients
As we manage your investments, we are constantly looking for new ways to minimize risk and add value to your portfolio.
Our Approach
As steadfast financial fiduciaries, the Regency team is committed to advocating for our clients in the investment space. We are defined by our desire to offer investment approaches that reflect your ideal future, not just your immediate financial goals. At Regency, we are dedicated to educating, guiding, and supporting you on your path toward financial peace of mind.
That’s the Regency difference.
Prioritizing Our People
Methodology
Regency advisors are committed to acting as stewards and financial advocates for our clients in the investment space. Regency receives no commissions. Our clients pay a reasonable, transparent fee on assets managed, eliminating any sales-driven motivations and minimizing conflict of interest for investment recommendations.
Leading with Transparency
Investment Principles
- Diversify to minimize risk (security, asset class, manager, & style diversification)
- Utilize the team’s collective knowledge in strategic planning & management
- Top-down approach to money management
- Apply a consistent, systematic investment strategy
- Monitor investment managers on an ongoing basis
- Fee-based model with no commissions
- Perform periodic rebalancing to ensure portfolios stay on track
- Challenge assumptions & pursue constant improvement