Regatta Today
Free Market Outlook
We are extending an exclusive invitation for you to gain access to our proprietary research that is normally reserved for our individual and institutional clients. This report is our way of introducing you to our time tested investment methodology.
Investor Starter Kit
Receive a hard copy from us in the mail. Learn more about our history, philosophy, services and code of ethics. We will mail your kit within one business day and include a free hard copy of our market outlook. Get yours today.

Advisors

Partner with Regatta and outsource the stress and demands of daily management of your clients’ nest egg. Rely on Regatta for your continuing education requirements.

Whether you are a CPA, Stock Broker, Financial Planner, RIA or an Insurance agent, Regatta is here for you. We will help you:

  • Annualize your income stream by getting off the commission treadmill
  • Outsource the stress of managing portfolios in volatile markets
  • Focus on gathering assets and clients relationships rather than being tied to a trading monitor all day
  • Diversify your client’s investment portfolio with the Wall Street AdvantageTM
  • Generate previously untapped revenue streams with our 401k and annuity management programs

In addition, Regatta will provide you with marketing support, including direct mail programs to your clients as well as speaking services. We also provide CPA CPE, Series 7 and 6, FPA approved educational lectures and material for your organization, sales meetings, etc. Rely on Regatta!

Contact us today to discuss how we can be of service to you.