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About Regis Management
Regis Management is a distinguished, multi-billion dollar investment firm founded in 2000. As an independent portfolio manager and investment advisor, they specialize in crafting tailored investment strategies for private clients. Regis boasts a dedicated team of experienced professionals, each with a strong financial background.
Their comprehensive investment services include full-service asset management, tax-efficient portfolio design, and expertise in managing charitable assets. Regis emphasizes a long-term, valuation-based approach prioritizing capital preservation and risk reduction.
With a consultative mindset and a commitment to transparency, they align their interests with clients by investing alongside them. Regis also collaborates closely with clients' tax, estate planning, and legal advisors to integrate investment decisions with broader financial strategies.
The firm offers exclusive access to a diversified, transparent "all-weather" portfolio for a select group, combining their best asset allocation, fund selection, and management expertise. Regis Management has a rich history of expertise, dedication, and a client-centric approach that aligns with each client's unique goals and needs.
Pricing options
Regulatory filings
Areas of specialty
- Portfolio Management
- Investment Advisory
- Asset Management
- Tax-Efficient Portfolio Design
- Customized Portfolios
More about Regis Management
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 323495 | 6 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Regis Management.