Enduring Value. Peace of Mind.

Regency Capital is a private asset management and wealth advisory firm serving high net worth individuals, families and select institutions. We support and enrich lives through steadfast fiduciary values, outstanding talent, and a powerfully rational approach to money and life.

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.
Learn More

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.
Learn More

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.
Learn More

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.

Learn More
Neil Rose, CFA
Arthur J. Mallet
Olina Cavedoni
Kayla Cosby

News

Investment Commentary Q2 2022

While pleased with the gains from 2021, the developments across strategies in 2022 have been even more encouraging. Neil Rose looks at the current positioning in the context of clients’ longer-term financial goals and concluded 2022 has actually improved their financial prospects.
Read More
View All News

Have questions? We’d love to hear them.

Contact Us

Sign up for our newsletter