Welcome, Kawika Shoji!
On behalf of Regency Capital, I am proud to announce Kawika Shoji has joined the firm as a financial advisor and portfolio manager.
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.
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.
News
Not Betting on Soft Landing
Bottom line is it seems prudent not to bet on a soft landing consensus that might only exist in a time with lots of hope, denial, and jobs available everywhere.
Investment Update – Why This Year Is a Win
Neil Rose explains why this year's (modest) losses are a small price to pay for a future with much higher income generation and lower longer term risks.