# Wealth Management in Hawaii and Washington \| Regency Capital Management: Regency Capital Management is a private asset management and wealth advisory firm serving high net worth individuals, families and select institutions\.

> Regency Capital is a private asset management and wealth advisory firm serving high net worth individuals, families and select institutions\.

Generated by Yoast SEO v28.3, this is an llms.txt file, meant for consumption by LLMs.

## Pages
- [Insights](https://regencycm.com/insights/)
- [Regency Capital Management – Rational Investing, Fiduciary Excellence](https://regencycm.com/)
- [Resources](https://regencycm.com/resources/)
- [2026 Tax Strategy Guide](https://regencycm.com/2026-tax-strategy-guide-download/)
- [About Us](https://regencycm.com/about/)

## Posts
- [Investment Letter \| April 2025](https://regencycm.com/2025/04/18/investment-letter-april-2025/): We have experienced a benign 2025 so far despite a correction in the stock market and higher volatility\. Modest stock allocations and gains in insurance stocks \(our single largest industry exposure\), gold, and newer fixed income buys have buoyed account values\.
- [Investment Letter](https://regencycm.com/2024/10/11/investment-commentary-120241011/): Returns this year have been kinder than I would have expected given our rather conservative positioning\. Stock allocations have been lower than usual, with little in information technology and internet\-related stocks, two areas that have accounted for the lion’s share of the stock market’s returns in recent years\.
- [Investment Letter \| January 2025](https://regencycm.com/2025/01/22/investment-letter-q1-2025/): 2024 was another good year for stocks overall thanks to continued strength in just a handful of the largest technology and internet companies\. The famed “Magnificent Seven” once again comprised the bulk of stocks’ overall returns\.
- [From the Locker Room to the Family Business: Building a Championship Family Culture](https://regencycm.com/2026/08/26/locker-room-to-family-business/): An Olympic locker room and a family business have more in common than you'd think\. Reflections from a weekend leading a four\-generation family retreat in Hawaii — on culture, money, and what actually keeps a family together\.
- [The Colleague I Didn't Know Was an Olympian: Kawika Shoji's Hall of Fame Honor](https://regencycm.com/2026/08/26/kawika-shoji-hall-of-fame/): Kawika Shoji is headed to the Stanford Athletics Hall of Fame — Olympic medalist, national champion, and now a financial advisor at Regency\. What strikes me most isn't the résumé\. It's that I got to know the person before I ever knew the highlight reel\.

## Team members
- [Kawika Shoji](https://regencycm.com/team/kawika-shoji/)
- [Neil Rose, CFA](https://regencycm.com/team/neilrose/)
- [Arthur J\. Mallet](https://regencycm.com/?team=arthur-j-mallet)
- [Darienne Schoonmaker](https://regencycm.com/?team=darienne-schoonmaker)
- [Kayla Cosby](https://regencycm.com/?team=kayla-deleon)

## Categories
- [Articles](https://regencycm.com/category/articles/)
- [Letters](https://regencycm.com/category/letters/)
- [Podcasts](https://regencycm.com/category/podcasts/)
- [Videos](https://regencycm.com/category/videos/)

## Tags
- [investing](https://regencycm.com/tag/investing/)
- [regency capital management](https://regencycm.com/tag/regency-capital-management/)
- [stock market](https://regencycm.com/tag/stock-market/)
- [Neil Rose](https://regencycm.com/tag/neil-rose/)
- [investment strategy](https://regencycm.com/tag/investment-strategy/)

## Optional
- [Sitemap index](https://regencycm.com/sitemap_index.xml)