Welcome to Regatta Research & Money Management

Regatta in the News Fox and CNN Headline News feature Regatta Research

10 Things to do Right Now If You Lose Your Job

Recently featured on the Economic Report on Fox TV and CNN around the country, Regatta Research & Money Management is here to make your stress and worries go away with our fee-only no commission comprehensive wealth management services.

Team up with Regatta, and you’ll get the firm named by Goldline Research and listed in Forbes as one of the "Top 10 Leading Wealth Managers in the United States" and named four years in a row by Bloomberg’s as one of America’s Top Wealth Management Superstars to actively manage and defend your portfolio every single day. Our obsession with trying to make money for our individual, RIA, CPA, and institutional clients is reflected in our daily, active management of your accounts and in our distinguished in house research, which has been featured in Money Magazine, Wall Street Transcripts, and Red Herring magazine.

Over the years, we have built a loyal following with our refusal to accept the flawed advice of buying and holding regardless of the market. This has resulted in investors' nest eggs getting wiped out not once, but twice in the last ten years. We find this unacceptable, and you should too.

Why take chances in today’s volatile markets with a Financial Advisor who just makes changes over few years or whenever you call concerned? We proactively make the changes for our clients. The proof is in the pudding. Our actively managed Clipper account has historically outperformed the major market indices on an absolute, relative, and risk adjusted return basis.

Take a look for yourself and see what all the buzz is about. We invite you to download a free copy of our latest investment outlook and financial planning tips put together by our distinguished in house research team, "In the Zone."

In addition to our research and active portfolio management, we bring our high end high touch style from working with you to in the asset allocation process, to providing time tested solutions to your retirement and financial planning needs, to investing the time to proactively to educate you about the world of finance.

Don’t risk losing another night of sleep. Contact us at 1.888.867.1966 (Toll Free) or info@regattaresearch.com today.

Tough Questions During Tough Times

Are you scared you may outlive your savings?
Is inflation or the economy affecting your retirement plans?
Have you recently lost your job?
Do you know what to do with your 401k?
Do you know how to protect yourself from a major economic crisis?
Do you need help on how to manage your stocks portfolio?
Would you like an expert’s advice on your investments?
Would you prefer to have an award winning expert, who you can trust and benefits when you make more money, or an unrealizable salesperson that makes money on commissions?
Are you a Financial Advisor or a CPA looking to work with a Third Party Money Manager that is renowned as one of America’s premier firms for our strategies to potentially make money in up, down, or sideways markets?
If you answered yes to any of those questions, your worries are about to go away. You had a problem. Now, meet the solution: Regatta Research & Money Management, L.L.C.

Dynamic & Tax Efficient Management

Stocks
Exchange Traded Funds (ETFs)
No-load mutual funds
No-load variable annuities
Municipal and corporate bonds
CDs
Structured Products
Commercial REITS
SIMPLE-IRAs
Taxable accounts
Trusts
Endowments

Apartment REITS
International REITS
Managed Timber REITS
Hedge fund of hedge funds
IRAs (Roth and traditional)
Rollover IRAs
401k and profit sharing plans
SEP-IRAs
Pension plans
UGMA/UTMA accounts
529 plans

WIN in ANY Market

The Book: Coming Soon

Win in ANY Market is a soon-to-be release book written by Regatta’s Senior Portfolio Managers, Eric Greschner and Rudy Blanchard.

Forbes Magazine Awards

Listed in by Goldline and listed in Forbes as one of the "Top 10 Leading Wealth Managers in the United States."

Forbes Award, 2007 See All Awards

Bloomberg Awards

Listed for the last four years by Bloomberg as one of America's Top 400 Wealth Management Superstars.

See All Awards

Contact Regatta Today

This is not an offer to buy or sell securities. Past performance is no guarantee of future results, and you may have a gain or loss when selling an investment. Not FDIC insured. Not bank guaranteed. No current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by advisor), or product made reference to directly or indirectly on this web site, will be profitable or equal to corresponding indicated performance levels. Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of the investment management fee, the incurrence of which would have {the} effect of decreasing historical performance results. Always ask for and examine an advisory agreement and disclosure brochure (SEC Form ADV), along with current prospectus before investing. Consult with a professional before investing. Please note that there is no assurance that trading models will achieve their past or projected results and could result in a loss. Regatta Research & Money Management, L.L.C. is a registered investment advisor located in Metairie, Louisiana. Regatta and its representatives are in compliance with the current notice filing requirements imposed upon SEC registered investment advisors by those states in which Regatta maintains clients. Regatta may only transact business in those states in which it is registered, or qualifies for an exemption or an exclusion from registration statements. Regatta's web site is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of Regatta's web site on the Internet should not be construed by any consumer and/or prospective client as Regatta's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice, for compensation, over the Internet. Any subsequent, direct communication by Regatta with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration where the prospective client resides. For information pertaining to the registration status of Regatta, please contact the United States Securities and Exchange Commission (the "Commission)" and/or the state securities law administrators for whose states Regatta maintains a notice filing. A copy of Regatta's current written disclosure document discussing Regatta's business operations, services, and fees is available upon written request. Regatta does not make any representations or warranties as to the accuracy, the timeliness, suitability, completeness or relevance of any information prepared by an unaffiliated third party, whether linked to Regatta's web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.