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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.
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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