Category: Letters
Small Team Big Impact
The 27th Sony Open, Hawaii’s only annual professional sporting event, concluded last week at Waialae Country Club, and what an incredible event it was!
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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.
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Introducing Kayla De Leon

I can happily announce Kayla De Leon has joined Regency Capital as Director of Administration. Kayla comes to us from Northwestern Mutual where she was Operations Manager, leading and implementing numerous administrative and operational processes for the firm’s Hawaii office.
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Day One at our new firm, Regency Capital Management Inc.

To state the obvious, 2020 was a year like no other. For me, in addition to dealing with a historic pandemic and wild, bipolar stock market—I turned 40. The birthday milestone with a Covid crisis predictably meant a lot reflection, contemplation, and circumspection.
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