The Clients We Serve

Not everyone fits all of these, but many of our clients have a good number of these characteristics:

• Invested asset size – generally $2 to $25 million of invested assets
• Delegate -  people who entrust financial affairs to others
• Value long-term relationships – and recognize that financial goals are not achieved overnight
• Are transitioning from one phase of life to another
• Are accumulating assets – a mid-stage of life
• Have expectations of realistic investment returns
• Desire wealth management solutions – not just investment management
• View RegentAtlantic as the conductor of their financial orchestra
• Live within their means

We’re fortunate to have clients who are honest, open-minded and respectful of others, and we like these kind of people!