Founded in 2000, Regis is a multi-billion dollar portfolio manager and investment adviser that builds customized portfolios designed to deliver superior long-term capital appreciation. Regis is an independent investment office with expertise in marketable securities, alternative investments and private investments.


We define and execute wealth and investment management strategies that carefully align with the complex multi-generational goals and needs of each client.


We take a consultative approach and deliver world-class client service, while serving as a trusted advisor across intermediaries and service providers.