Skip navigation

Regis is an independent, innovative, and insightful investment management firm delivering highly customized, results-oriented institutional asset management to foundations, private clients, and advisory firms.

Private Clients

Regis defines and executes wealth and investment management strategies that carefully align with the complex multi-generational goals and needs of each client.


Regis provides the oversight needed to construct, implement, and manage all the dynamic aspects of a sophisticated institutional portfolio to achieve its distinct risk, liquidity, and return objectives.