What's New

 

Next seminar at RegentAtlantic:  "What the HECK should I do now?"

  • Will there be inflation or deflation?
  • When will our house regain its value?
  • Is there a double-dip recession coming?
  • Should I stay in cash and CDs?
  • Should I be in dividend-paying stocks?
  • How can I increase the yield on my portfolio?
  • Are there any great investments out there?

RegentAtlantic's Christopher Cordaro, Chief Investment Officer, and Jane Newton, Wealth Manager, will answer how RegentAtlantic is positioning client portfolios for the uncertain economic environment we've lived through for the past two years.
Chris and Jane have designed this 90 minute session especially for individuals who have questioned their own investment strategy or that of their advisor.
Date:            September 21, 2010
Time:            6:00 PM for wine and cheese; 6:30 PM program starts
Location:      RegentAtlantic Capital's office at 1200 Mount Kemble Ave, Morristown, NJ
Directions:    http://www.regentatlantic.com/About-Us/Contact-Us/Directions.asp

To attend, contact Rachael Coleman at (973) 425-8420 ext. 201 or rcoleman@regentatlantic.com. Space is limited.


Investment Outlook Webinar - Third Quarter 2010 - October 7th at 8:00 PM Eastern Time.

Listen to Christopher Cordaro, Chief Investment Officer, and Brian Kazanchy, Chair of RegentAtlantic's Investment Committee, review the past quarter and the outlook for next quarter.
Reserve your Webinar seat now at: https://www2.gotomeeting.com/register/843464482


Next seminar: "Where to Retire"

Learn from people who made the decision and what they would do differently
Moderated by John Prokop, Wealth Manager
Oct. 13th
6:00 pm - wine and cheese
6:30 pm - program


2010 Asset Allocation Summit.

Each year, RegentAtlantic Capital, LLC®'s investment committee wipes the slate clean and thoroughly reviews our current investment allocation models, attempting to identify whether our existing allocations are the most appropriate and optimal allocations for our clients' portfolios.

The process is intensive: weeks of research and analysis go into each of the asset classes reviewed, outside fund managers are interviewed at length, topics are discussed and debated within the investment committee at even greater length, and ultimately recommendations are generated.

This year, we reviewed seven asset classes for potential addition to our allocation models, of which one made the final cut and three found themselves on the shelf for future consideration.

To read the report in its entirety, click here. (PDF Attached.)


Careers

Our Team includes experts in operations, portfolio management, administration, and wealth management. Learn more

Information Request

To receive information about RegentAtlantic, Contact us.