Our firm’s investment advantages start with having EXCEPTIONAL CLIENTS sharing a LONG-TERM PERSPECTIVE.
We believe having great clients with shared values and a long-term orientation is key to investing success over time. This alignment is important, so we consider potential clients carefully, for their benefit and ours.
PHILOSOPHY AND APPROACH
We leverage experience, risk-management, and extraordinary standards for quality – in people, process, and investments – to raise our chances for success. Investing comes with risks and uncertainties, therefore we believe in getting right the things that are under our control, including position sizing, diversification, tax efficiency, and service.
TOOLS AND TECHNOLOGY
We continue to improve on a leading technology “stack” of systems, software, and tools touching all aspects of our operations. From idea generation, research, quantitative analysis, and risk management, to enhanced wealth management, financial planning, and client reporting, we make technology work for us in a cumulative, always-improving way.
REGENCY CAPITAL OPERATING SYSTEM (RCOS)
Our proprietary system of core values, culture, operating principles, and process is designed to create a continuous cycle of change and improvement. RCOS drives our approach to people, organization, process, and tools.