Why an Investment Advisor?
What questions should you ask when choosing an investment adviser?
Our clients are the focus of our business and we take pride in offering exceptional client service. The team at Regency has years of experience and a relentless work ethic.
How are we different than a typical retail broker? Our service is fee based and clients only pay a reasonable, transparent, and comprehensive fee. We receive no commissions of any kind, thus eliminating this major conflict of interest. Additionally, our recommendations are independent of any other entity and must make sense for our clients. Our portfolio management team has no bias toward any manager, or company. The platforms we use allow us to hire and terminate managers at no expense to our clients, thus further eliminating conflicts. Simply put, we work for you.
The Regency Difference
Decades of Experience
Regency’s team consists of financial professionals who are committed to demonstrating our high standards of service and true value in every client interaction. Our comprehensive financial expertise and real-world experience guides and informs our every decision and suggestion to our clients.
Focused on Relationships
Founded on the vision of relationship-driven advisory services, we endeavor to build lasting relationships with our clients. As appropriate, Regency will introduce you to unaffiliated professionals or coordinate with your existing professionals, to help you implement your financial plan.
Driven by Value
We differ from typical brokers by adopting a fee-based model, rather than one based on commissions and sales-driven motivations. Because our solutions are based on a reasonable and transparent fee, our advisory services are motivated by what’s best for our clients, not a third-party interest.