Regency Capital Management

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 | January 2026

Neil Rose, CFAJan 12, 2026

Markets remain strong but increasingly concentrated in a few tech giants. This letter discusses diversification strategies, AI-driven trends, risks of index investing, and macroeconomic factors shaping 2026.

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.

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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.

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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.

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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.

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Neil Rose, CFA

CHIEF EXECUTIVE OFFICER