Regency Wealth Management

Institutional Investors

Regency treats institutional clients with the same care and expertise as we do our private wealth management clients. We analyze the institution’s needs, goals, funding sources, and growth potential recognizing that sound financial management must be consonant with institutional principles.

Pensions, Endowments, Charitable Trusts, Foundations, Donor Advised Funds and other not-for-profits all receive customized attention and care in seeking reasonable growth and capital preservation. We take this responsibility very seriously. Our team members serve as Trustees and Board members in numerous religious, charitable, and educational institutions and can bring that expertise to bear.


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