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Comprehensive Investment Management for Your Future

Create the best investment management strategy based on what’s happening in your world today and what can uplift your future aspirations.

Investment Management

The Importance of Investment Management

Regista strives to provide the most effective decision-making techniques to help you maximize your finances. Through strategic portfolio diversification, we charter a plan unique to your passions, ideals, and comfort level. We may choose a variety of options from individual stocks and mutual funds to ETFs, REITs, or liquid alternatives — depending on what’s best for your specific portfolio. As an independent advisor, we move with you to create the best investment management strategy based solely on what’s happening in your world and what will best serve your future.

Importance of Investment Management

Create a strategic plan with your investment managers that makes sense for today and tomorrow.

What Is Investment Management?

Investment management is a unique role that provides guidance and offers options and portfolio strategies that make the most sense to serve you. While you may not pay close attention to the different financial markets, many people — through our dedicated educational approach — have started investigating possibilities on their own! Effective investment managers help you understand and have confidence in your investments while guiding and inspiring you to be involved in the process.

What is Investment Management

An Investment Manager You Can Trust

Get the right investment strategies with Regista Financial — we bring customized portfolio management, income strategies, and more, while keeping social responsibility and all the things that are important to you in mind.

  • Custom Portfolio Management

    We work to provide cash management strategies, 401(k) guidance, and investment strategies that align with your portfolio needs to grow your assets. From your secure portal to meetings with us, you can check the pulse of your investments daily and be as involved as you want to be.

  • Diversification of Stock Concentration

    Our expertise in stock concentration strategies, stock option planning, and alternative investments helps you navigate the complexities of investing while still aligning with your financial goals and unique risk tolerance.

  • Portfolio Income and Portfolio Sensitivity Strategies

    We will consider factors like your time horizon, risk tolerance, and investment objectives to balance your investments and your long-term income strategy.

  • Behavioral Finance Strategies

    By reviewing your psychological and emotional factors that influence your decisions, we can challenge and overcome investment biases together, helping you avoid impulse decisions and rely on your team perspective through market turbulence.

  • Tax-Smart Implementation and Trading

    Your Regista financial advisor will help you develop a tax-efficient trading plan that evaluates factors like capital gains taxes, alternative strategies like charitable giving, and other techniques — including ongoing monitoring, rebalancing, tax-loss harvesting and performance reporting.

  • Socially Responsible Investing

    We can craft a portfolio approach that seeks to reinforce a positive social or environmental impact through ethical, sustainable, and responsible business practices.

Achieving Your Goals with an Intentional Process

Create a strategic plan with your investment managers that makes sense for today and tomorrow.

  • 01
    Initial Consultation

    In this first meeting, our goal is to simply get to know each other by learning about our backgrounds and identifying the benefits of a potential financial partnership.

  • 02

    When we move forward to gathering data, we can start building the financial picture, scoping out assets and liabilities, and formulating long and short-term goals.

  • 03

    With your information in hand, we construct the deliverables which include your current financial analysis, proposed portfolio, and other options.

  • 04

    After strategizing, we’ll review our initial proposal with you and discuss any concerns. Taking your feedback, we make any adjustments as needed.

  • 05

    Once you’ve approved the plan, it’s off to the races. We’ll get all your options set up, including the latest monitoring apps as desired.

  • 06

    Regista continues to provide regular oversight and make suggestion based on your benchmarks and life circumstances. Through each year, we provide a partnership you can trust to help you make the best decisions for your future.

When You Partner With Us

Enjoy having a financial team that’s on your side, taking their time to help you understand and be confident in the investment management plan you are about to take.

  • Stress Tested Portfolios
  • Custom Behavioral Financial Analysis and Planning
  • No Minimum Requirements
  • Fee Only Pricing
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What Do Our Clients Say About Regista?

A Few Thoughts on Investment Management

Why should I consider working with an investment manager?

While some people enjoy the challenge of analyzing their own investment strategy, working with a dedicated and knowledgeable partner provides a personalized advocate who can constantly monitor and fine-tune your investment strategy. Leverage our experience and resources to make informed decisions that align with your objectives. 

How can investment management services with Regista benefit you?

From our holistic approach to behavioral analysis, you will enjoy having us in your corner. We serve as the long-term partner to help you make the best decisions for ongoing investment strategies that reach beyond market volatility.

What factors should I consider when choosing the right investment management team?

Consider the advisor’s investment philosophies, client service options, compliance, and risk management approach. Identifying the right partner for you will only grow your confidence in their ability to manage your investments. 

Finding the Regista Way with Investment Management

Regista exists to be the dedicated partner for the dreamers, doers and achievers who want to be actively involved in their financial process — by bringing the best resources and people around you, we seek to encourage, uplift, and inspire the next generation of investors.

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