Ownership

With more than 175 years of combined wealth management experience, the Company's ten principals lead a seasoned team of 39 highly skilled employees. Utilizing our diverse -but complimentary- set of skills we thoughtfully address complicated financial affairs in a disciplined manner. Our investment process is consistent, well-defined, disciplined, and institutional in nature.

Since 2003, seven associates have become owners at RegentAtlantic. This is part of a focused plan to build within our people those skills and qualities that we seek in future owners. We expect all associates to be client focused, trustworthy, and productive, be technically competent, devoted to quality, and maintain a strong work ethic. We also want future partners to pass the RegentAtlantic canoe test - would you want to spend a day in a canoe with this person?

RegentAtlantic's commitment to preserving our culture is demonstrated by our success at structuring future ownership, which assures long term independence and continuity of the firm.