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Who We Serve

We offer CUSTOMIZED INVESTMENT MANAGEMENT, SOUND ADVICE, and SURPASSING CLIENT SERVICE.

Having great clients with shared values—including a long-term orientation—and deserved trust is the key ingredient toward investment success over time. This alignment with clients is so important to our operation and investment work that we consider potential clients carefully. 

Small Business Owners

Small Business Owners

We work with small businesses to design, implement, and maintain ERISA-compliant retirement plans. Furthermore, we are available to problem solve and consult on matters such as succession planning, liquidity, cash flow, and risk management.

Retirees

Retirees

At Regency Capital, process is paramount. Our process starts with understanding your unique challenges and goals. From there, we apply our expertise to achieve what’s most important to you – whether that’s implementing a tax-efficient retirement income plan, crafting a custom investment portfolio, or leaving a legacy to the people and causes that matter most to you.

High Net Worth Individuals

High Net Worth Individuals

Outsource the preservation and protection of your wealth to experts worthy of your trust and confidence. Although we specialize in investment management, we also offer Family Office and bespoke wealth management services to our high net worth clients. Our experienced team members act as quarterbacks, coordinating with your CPA, attorney, and other professionals to provide outstanding value to clients.

At Regency Capital, we apply our global skills with local sensitivities and old wisdom with modern competencies.