That’s our highfalutin word for a meeting we have once a year – and “summit” describes the top of the mountain.  To reach the peak of our investment management, we need to periodically check all of our equipment.  Sometimes we lighten our pack.  Other times we add new tools, but we always insure that all of our equipment is in tip top order.

We look at the current input assumptions, the current asset classes being used, and see if any new classes should be added. Each member of the committee is responsible for researching new ideas and evaluating current investments. 

We then bring together groups of clients and friends of RegentAtlantic to share our strategies for reaching the peak.

View this year's summit video on Our Tube.

View this year's presentation.