Individual Stock & Bond Portfolios

To get the job done right, you need the right tools. RegentAtlantic Capital’s open investment architecture allows us to employ our best thinking when investing our client’s assets.  We’re not limited by proprietary products or “off the shelf” solutions.

In the highly efficient market for large company stocks, there is little room for subjectivity. Our Global Disciplined Equity Portfolio (GDEP) uses factors like cash flow, net income, revenue, and overall financial quality to rank the universe of large company stocks from undervalued to overpriced. We then construct a portfolio of low priced stocks, balanced across all industries. The result: a broad based exposure to the stock market while avoiding over-priced companies.

RegentAtlantic negotiates with many large bond dealers to secure the best pricing in the fixed income market for our clients. We carry no inventory and employ no markup in the purchase or sale of bonds. We look to invest only in high credit quality, short duration bonds. Bonds provide certain liquidity and nicely reduce volatility.