Our Services
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.

Expert Financial Management Services

Regatta provides expert financial management services encompassing all types of clients from individual investors to institutions. We utilize a wide and broad menu of investment vehicles and strategies to achieve your financial planning goals. We do not limit ourselves to one market, one country, one asset class or one investment style. Our financial advisors are highly experienced and knowledgeable in many markets, investment styles and countries. Our services include:

  • Financial Planning
  • Money Management
  • Research
  • Speaking Services
  • Education

We have found that financial planning is synergistic with life events. Whether you are starting a family, changing jobs, selling a business or planning your retirement, our financial planners are here to make sure your portfolio is on the right track. If you are currently experiencing any of the following life events, we are here to be your financial steward.

  1. Getting Ready to Retire
  2. Changing Jobs
  3. New Wealth
  4. Marriage
  5. Children and Grandchildren
  6. Getting Started Investing
  7. Education Planning
  8. Slash Your Taxes
  9. Selling/Buying a Business
  10. Divorce
  1. Already Retired
  2. Loss of a Loved One
  3. Playing "Catch Up"
  4. Turning 50
  5. Ageing or Sick Parent
  6. Special Needs
  7. Disability
  8. Major Purchase
  9. Taking a Sabbatical/Working Outside the U.S.
  10. Moving

Contact Regatta today to schedule a free in-person or phone consultation and learn how we can help you achieve you financial goals.