Press Releases

Regatta Research & Money Management has been named to Bloombergs list of Americas Top Wealth Managers for Second Consecutive Year

New Orleans, LA, September 1st, 2007 - 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 for the 2nd consecutive year! Regatta would like to dedicate this achievement to all of its clients, professional partners and friends of the firm.

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 must be registered investment advisors with their own IARD/CRD numbers. Half of their clients must be individuals or high-net-worth individuals as defined by the SEC. The firms are also required 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.

Back to Press Releases

Contact Regatta Today

This is not an offer to buy or sell securities. Past performance is no guarantee of future results, and you may have a gain or loss when selling an investment. Not FDIC insured. Not bank guaranteed. No current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by advisor), or product made reference to directly or indirectly on this web site, will be profitable or equal to corresponding indicated performance levels. Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of the investment management fee, the incurrence of which would have {the} effect of decreasing historical performance results. Always ask for and examine an advisory agreement and disclosure brochure (SEC Form ADV), along with current prospectus before investing. Consult with a professional before investing. Please note that there is no assurance that trading models will achieve their past or projected results and could result in a loss. Regatta Research & Money Management, L.L.C. is a registered investment advisor located in Metairie, Louisiana. Regatta and its representatives are in compliance with the current notice filing requirements imposed upon SEC registered investment advisors by those states in which Regatta maintains clients. Regatta may only transact business in those states in which it is registered, or qualifies for an exemption or an exclusion from registration statements. Regatta's web site is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of Regatta's web site on the Internet should not be construed by any consumer and/or prospective client as Regatta's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice, for compensation, over the Internet. Any subsequent, direct communication by Regatta with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration where the prospective client resides. For information pertaining to the registration status of Regatta, please contact the United States Securities and Exchange Commission (the "Commission)" and/or the state securities law administrators for whose states Regatta maintains a notice filing. A copy of Regatta's current written disclosure document discussing Regatta's business operations, services, and fees is available upon written request. Regatta does not make any representations or warranties as to the accuracy, the timeliness, suitability, completeness or relevance of any information prepared by an unaffiliated third party, whether linked to Regatta's web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.