Regatta Research & Money Management, LLC

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Why Us

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.

Open Letter

Thank you for taking the time to learn more about us. As the founders of Regatta, we are pleased to welcome you to our company and introduce you to what we like to call "The Regatta Way."

In order to achieve successful wealth management, we must truly know our client. We take a common sense approach to each and every one of our clients, factoring not only the accounting aspects of financial planning but also making sure your goals, risk tolerance and values are aligned with our investment decisions. From sophisticated financial modeling and Monte Carlo retirement simulations to incorporating life planning and Maslow’s psychological hierarchy of needs, we take a holistic approach with each individual client.

We alleviate your stress of managing your portfolios in volatile markets. We do all the research and due diligence for you. We replace emotions and fads with hard facts and a long-term perspective. We provide a guiding hand during periods of market turbulence. We save you time and we are here for you, always just a call away.

Successful investing requires active and constant oversight and analysis. We provide these services to you while monitoring your portfolios on a daily basis. We do this with a No Commission, No Fee structure with full transparency. Our fees are based on the success and value of your portfolio.

We started this company by asking the following question, "How would we choose a financial management firm?" The answer to that question is embedded in our firm’s philosophy, "The Regatta Way". Please navigate through our website to learn more about us and schedule your free consultation today. We look forward to meeting you!

Respectfully Yours,

Eric A. Greschner, Managing Partner

George A. Greschner, Managing Partner

Rudy J. Blanchard, Managing Partner

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.