Regis Customized Accounts works with investors to construct a portfolio of passive, active and direct investments to meet their return objectives and liquidity needs.

• Every client has a portfolio of legacy investments. Regis provides independent investment advice to clients to help maximize the value of their existing portfolios while reducing the risk of capital loss. Regis has significant experience in single stock diversification strategies.
• Regis' mission is to help clients grow their long-term "purchasing and charitable power" by achieving total long-term net return that exceeds the inflation rate and any spending / payout rate.
• Regis provides consolidated quarterly performance reporting. In addition, Regis coordinates investment management with clients' tax and estate planning advisors.
• Regis seeks to lower clients' overall costs by leveraging our knowledge of Wall Street's pricing practices.