Press Releases

Regatta Research & Money Management has been Named to Bloombergs List of Americas Top Wealth Managers Superstars!

New Orleans, LA, July 1st, 2006 - Regatta Research and Money Management, L.L.C., a leading provider of comprehensive wealth management services to affluent individuals and institutions, has been named to Bloombergs Wealth Managers annual ranking of Americas Top Wealth Managers Superstars!

The ranking was part of the publications annual ranking of the nations top wealth managers. The rankings are based on each firms assets under management per client. Firms had to be registered investment advisors with their own IARD/CRD numbers. Half of their clients had to be individuals or high-net-worth individuals as defined by the SEC. The firms had to offer financial planning services. Banks, broker/dealers and trust companies were not eligible.

Regatta Research & Money Management is a SEC registered money management, research, and comprehensive financial planning firm. Regatta provides total wealth management services to affluent individuals, corporations, CPAs, Broker-Dealers and their representatives, and institutions. The utter independence, integrity, and commitment to their clients best interests are hallmarks of Regattas research and money management services. Regatta provides independent and unbiased money management services without the inherent conflicts of investment banking.

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