Regency Capital Management is a private asset management and wealth advisory firm serving high net worth individuals, families and select institutions.
When people think about working with a financial advisor, they often think about investments first. While portfolio management is a very important component, it represents only part of the value we bring.
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.
The Talk Exchange Ep 001: Six Months at Regency Capital
Arthur Mallet and Neil Rose (finally) sit down and reflect after six months building Regency Capital. They talk about the journey, lessons learned, surprises, and their business principles and motivations.
Stock prices are up double digits this year, with markets shrugging off the global pandemic and rising inflation. Most fixed-income (bond) indexes are slightly down year-to-date.
