Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

What are Regatta Research & Money Management, LLCs core services?

0
Posted

What are Regatta Research & Money Management, LLCs core services?

0

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.

Related Questions

Thanksgiving questions

*Sadly, we had to bring back ads too. Hopefully more targeted.