Between the Lines: This Week’s Reads
Bringing athlete discipline to investing—insights on markets, technology, and growth to spark learning and conversation at Regency Capital.
Regency Capital Management – Rational Investing, Fiduciary Excellence
Based in Honolulu and Bainbridge Island, Regency Capital Management provides independent fiduciary wealth management and investment advisory services. We focus on evidence-based portfolios, explicit risk controls, and coordinated planning with your CPA and attorney to support long-term, after-tax growth.
Latest Insights
Investment Letter | August 2025
The S&P 500 may be hitting new highs, but the best value could lie in smaller, overlooked companies. Explore our 2025 small cap investing outlook, why these stocks may outperform, and how we’re positioning portfolios for quality, diversification, and long-term growth.
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Services
Investment Management
We offer customized portfolio management, including a sensible and simple approach to asset allocation and investment selection: we want to invest in whatever makes good sense. This means quality, liquidity, and value. Most of all, it means a focus on managing risk in its various forms.
Rational Wealth Management
We combine our Investment Management services with helping clients identify their goals and giving them the strategies and tools to raise their odds for success. We engage with clients’ tax and legal professionals and leverage their expertise for clients’ financial and retirement planning. Clients also seek our help in business strategy, tax efficiency, generational wealth transfers, and acquisitions.
Family Office
For certain larger estates, we offer family office services along with wealth management. Services include multi-generational planning, reporting, organization, document management, family governance, financial administration, and other services.
Our Team
Our team of professionals is here to support and enrich lives through steadfast fiduciary values, outstanding talent, and a powerfully rational approach to money and life.
More News & Insights
Between the Lines: This Week’s Reads
Bringing athlete discipline to investing—insights on markets, technology, and growth to spark learning and conversation at Regency Capital.
The Price of Gains
2025 has been volatile this year, but not exceptional so. A reminder that the price for surpassing gains is discomfort.
1-Minute Chart Dump
A snapshot of the data behind today’s market narrative. Whether you're bullish, bearish, or somewhere in between, these visuals offer a view of what’s shaping sentiment and strategy.