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Regatta Research & Money Management, LLC provides fee-only portfolio management, research, financial planning, and investment education for individuals, advisors, corporations, and institutions throughout the United States and the world.

Regatta's flagship Clipper account has historically outperformed the major market indices on an absolute, relative, and risk adjusted return basis.

Recently named in Forbes as "One of the Top 10 Most Dependable Wealth Managers in the Southeastern United States," and named two years in a row to Bloomberg’s list of "America’s Top Wealth Manager Superstars," Regatta provides portfolio management services through national custodians such as Fidelity Investments, TD Waterhouse, American Skandia, Wells REIT, CNL REIT, Behringer-Harvard REIT, MAN, and Jefferson National.

Regatta’s in-house research team provides analysis on international and domestic stock, bond, currency, commodity and real estate markets. Click here to download our recent August 2008 Market Commentary.

We offer dynamic as well as tax efficient management of:

  • Stocks
  • Exchange Traded Funds (ETFs)
  • No-load mutual funds
  • No-load variable annuities
  • Municipal and corporate bonds
  • CDs
  • Structured notes
  • Commercial REITS
  • SIMPLE-IRAs
  • Taxable accounts
  • Trusts
  • Endowments
  • Apartment REITS
  • International REITS
  • Managed Timber REITS
  • Hedge fund of hedge funds
  • IRAs (Roth and traditional)
  • Rollover IRAs
  • 401k and profit sharing plans
  • SEP-IRAs
  • Pension plans
  • UGMA/UTMA accounts
  • 529 plans
What can Regatta do for you? Contact us today to schedule a consultation and one of our financial advisors will contact you.