Nonprofits

For Groups Giving to the Greater Good

Our team is passionate about connecting with people who share our values and serve to benefit the community, which is why Regency is the preferred fund management partner for numerous nonprofits and community benefit organizations. Our reputation for success is rooted in our commitment to developing and nurturing portfolios with minimized risk. With a focus on longevity and sustainability in pursuit of your mission, it’s our privilege to contribute toward your organizational efforts.

Work With Regency
Young community activist smiling while cleaning up litter in a park
Top view of diverse young volunteers putting their hands on top of each other like a real team while standing in charitable organization office

Relevant Services

Investment Management

  • Nonprofit & Endowment Investment Management
    • Selection, Monitoring, & Maintenance
  • Board Support & Education
  • Nonprofit Financial Planning
  • Tax Efficiency Strategies
  • Fiduciary Support Services
  • Outside Investment Review
Learn More

Retirement Plans

  • 401k Participant Service
  • Tax-Deductible Contributions
  • Tax-Free Asset Growth
  • Flexible Plan Options
  • Employer & Employee Education
  • Diversified Investment Options
  • Oversight & Compliance
Learn More
News, Articles, & Updates

Insights

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  • Regency News
  • Market Perspectives
  • All Post
  • Regency News
  • Market Perspectives
More Information About How We Help Our Clients

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Disclosure

You are now leaving the Regency Investment Advisors® (“Regency”) website and will be entering the Charles Schwab & Co, Inc (“Schwab”) website. Schwab is a registered broker-dealer, and is not affiliated with Regency or any advisor whose name appears on this website. Regency is independently owned and operated. Schwab neither endorses nor recommends Regency. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Regency under which Schwab provides Regency with services related to your account. Schwab does not review the Regency website and makes no representation regarding the content of the website. The information contained in the Regency website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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