Investor Starter Kit

Receive a hard copy from us in the mail of our investor starter kit packed with information! 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 proprietary in-house Market Outlook report. Here is what you'll find inside our complimentary kit:

Regatta's Market Outlook: Get a hard copy of our "Market Outlook by the firm that was named by Forbes as one of the "Top 10 Most Dependable Wealth Managers in the Southeastern United States.
An Introduction to Regatta:
This hard copy presentation tells you all about us: Our history, philosophy, services, and the types of accounts we manage. It discusses in greater detail our fee-only, no commission arrangement and our financial planning and money management services as well as frequently asked questions.
Returns for Our Clipper Account: The kit contains a hard copy of the historical returns and risk levels of our flagship Clipper account.

This is your opportunity to get inside access to Regatta's Research & Money Management's in house research and to learn how Regatta can reduce your stress and worry by having a fee-only financial planning and money management team navigate your portfolio. You will gain access to Regatta's proprietary in-house research and analysis. This is our way of introducing you to our proprietary Wall Street Advantage methodology that has helped Regatta manage hundreds of millions of dollars for individuals, advisors, and institutions throughout the United States and around the world.

Don't miss this exclusive offer. No cost and no obligation beyond completing the short request form below.

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Regatta Research & Money Management respects your privacy. Any information provided will be kept confidential by our firm. We look forward to hearing from you.

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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.