What are Regatta Research & Money Management, LLCs core services?
Regatta Research & Money Management, LLC is a discretionary, fee-based financial planning and portfolio management services firm. Regatta is not a broker/dealer and derives no revenue from transaction charges or commissions. Instead, Regatta charges a percentage of assets under management. Our incentive to perform well and to manage volatility is directly aligned with clients’ investment objectives. Regatta also has no involvement in investment banking activities, an area often presenting numerous conflicts of interest.