Introduction for Businesses
Regent Financial Services uses a disciplined analytical approach to investing utilizing a combination of macroeconomic and quantitative inputs in our analysis, with an eye toward risk management.
Our specialty is the management of equity-income portfolios, one whose primary objective is tax-managed results, while providing increasing income through our Rising Dividends Philosophy model.
Utilizing Commonwealth’s PPS (Preferred Portfolio Services) program, we design equity-income biased portfolios that seek to meet the long-term requirements of client-specified benchmarks. This can be lower volatility of returns, as well as identification of lower risk opportunities to potentially enhance returns. However, past performance is no guarantee of future results.
Regent Principal’s Fred Burgess and Peter Coopersmith, also serve as a credentialed fiduciary’s, where such services are appropriate (e.g. Qualified Retirement Plan Sponsors).