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.

Education

Regatta provides courses across the gamut of financial planning and wealth management for CPA’s, Financial Advisors and Insurance Agents. We bring an energetic and lively approach to our students to engage, educate and entertain the classroom.

Topics include but are not limited to:
  • Stock Market Outlook
  • Advanced Stock Analysis
  • Focus on Mutual Funds
  • Analyzing Mutual Funds
  • Risk-Adjusted Return Analysis
  • Retirement Planning: Basics To Advanced
  • Financial Planning For Women
  • Investing 101
  • Behavioral Finance Theory
  • Proper Asset Allocation Using the Latest Techniques
  • Know When To Sell
  • Monte Carlo Analysis
  • Courses Custom Tailored to Your Group

Contact us today to discuss how we can work with you to obtain continuing education classes that meet the criteria relevant to your profession including certificates and required documentation.