At Regis Management Company, we believe that tradition and innovation go hand in hand, that success happens when proven processes combine with opportunistic foresight in building strategies and portfolios. This balance of discipline and flexibility is the underpinning of our philosophy in providing families and foundations with customized institutional asset management designed to preserve capital and secure futures.
Objective, Aligned Perspective
As an independent advisor, we can be objective in our advice and transparent in our fees and services. We have the flexibility and freedom to choose from a broad global selection of high-quality investments based on your objectives. We are 100 percent employee-owned, and invest alongside our clients, aligning our interests with yours.
Collaborative, Well-Rounded Culture
Our firm is guided by an investment committee of seven partners who bring not only broad and deep experience to asset management but also the spirit of innovation that our location below the Stanford foothills affords. Every decision has the benefit of 70 years’ aggregate investment management expertise as well as the diverse backgrounds of absolute return, real estate, global equities, private equity, and venture capital. In addition, for the past decade, Regis has built a global network of like-minded independent advisors, foundations, and private investors to share best practices and investment ideas.
Proven, Rigorous Approach
Our roots as principal investors, who successfully managed institutional diversified portfolios, reinforce our commitment to disciplined investing. Our in-the-trenches experience differentiates us from traditional consultants and brokers in its complexity, rigor, and sophistication. We apply this detailed, exacting approach and insight to your investing framework as well as to our own personal capital.
Flexible, Customized Solutions
We work with you the way you work. We provide as much support as you want and need, whether you choose to outsource your entire asset management strategy or a portion. For some clients, we construct, implement, and oversee all aspects of their portfolio. For others, we evaluate and incorporate our insights to augment their existing strategy. The preference is yours.