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
AI Just Changed Everything (Again)
Neil Rose deep dives into February 2026’s breakthrough moment in AI, when new autonomous models like GPT‑5.3 Codex and Claude Opus 4.6 reshaped what’s possible—unlocking self-directed agents, disrupting white‑collar work, shaking markets, and revealing both the risks and opportunities of AI’s rapid acceleration.
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
Neil Rose deep dives into February 2026’s breakthrough moment in AI, when new autonomous models like GPT‑5.3 Codex and Claude Opus 4.6 reshaped what’s possible—unlocking self-directed agents, disrupting white‑collar work, shaking markets, and revealing both the risks and opportunities of AI’s rapid acceleration.
Will Inflation Ever Be a Problem?
Short read on current inflation trends, what they may signal for the broader economy, and why long‑term inflation risk remains an important consideration for investors.
Giving in 2026: How to Maximize Impact with a Donor-Advised Fund
Learn how donor‑advised funds can maximize your 2026 charitable impact with tax‑smart strategies, new giving laws, and intentional philanthropy.