Our Services
Financial Planning:
At Regatta Research & Money Management, we start by learning about you, the client. What are your financial goals? What is important to you? Do these values align with your expectations?
These answers are critical to your financial planning blueprint and at Regatta we are pleased to learn about these values and expectations along with you. Contact our friendly staff to learn more about your free consultation and our hands-on process.
Money Management:
Regatta is proud to offer and utilize many vehicles in our financial planning and asset allocation process. The use of these different options is entirely based upon the needs, suitability, and desires of you, the client.
Examples of our In-House Portfolios
- Mutual Funds
- ETFs (Exchange Traded Fund)
- Structured Products
- Fixed Income
- Stable Dynamic Growth
We understand that most of our clients are not aware of the terms used to describe the many types of portfolios. That is why at Regatta we are delighted to meet with our potential clients and explain the many investing options available. Call Regatta today for your free consultation.
Additional Services:
Regatta Research & Money Management is also pleased to offer services such as research, public and private speaking events, and Continuing Education Seminars.
Our in-house research team provides analysis on international and domestic stock, bond, currency, commodity, and real estate markets. In 2007-2008 we completed numerous Market Reports detailing our research findings.
We are happy to be a part of your company’s business event and to assist by speaking, educating, and entertaining. For our strategic partners (CPAs, Registered Representatives, Financial Planners, and Insurance Agents), we are always eager to plan a dinner or lunch seminar for your clients or prospects.
Regatta provides courses across the gamut of financial planning and wealth management for CPAs, 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
- Risk-Adjusted Return Analysis
- Retirement Planning: Basics To Advanced
- Financial Planning For Women
- Investing 101
- Behavioral Finance Theory