Regatta Research & Money Management has been named to Bloomberg’s list of America’s Top Wealth Managers for Second Consecutive Year
New Orleans, LA, September 1st, 2007 - Regatta Research and Money Management, L.L.C., a leading provider of comprehensive wealth management services to affluent individuals and institutions, has been named to Bloomberg’s Wealth Manager’s annual ranking of America’s Top Wealth Managers for the 2nd consecutive year! Regatta would like to dedicate this achievement to all of its clients, professional partners and friends of the firm.
The ranking was part of the publication’s annual ranking of the nation’s top wealth managers. The rankings are based on each firm’s assets under management per client. Firms must be registered investment advisors with their own IARD/CRD numbers. Half of their clients must be individuals or high-net-worth individuals as defined by the SEC. The firms are also required to offer financial planning services. Banks, broker/dealers and trust companies were not eligible.
Regatta Research & Money Management is a SEC registered money management, research, and comprehensive financial planning firm. Regatta provides total wealth management services to affluent individuals, corporations, CPAs, Broker-Dealers and their representatives, and institutions. The utter independence, integrity, and commitment to their clients’ best interests are hallmarks of Regatta’s research and money management services. Regatta provides independent and unbiased money management services without the inherent conflicts of investment banking.








