A rational approach drives everything we do at Regency Capital.
From tailored wealth planning built from the ground up to customized investment management, all our efforts are aligned toward greater balance, prudence, and enriching the lives of the clients we serve.
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.
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.