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.

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

Retirement Plans

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


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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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