Augmented Support and Insight
Some clients opt to work with Regis to manage a portion of their overall portfolio. Regis has tailored portfolios to incorporate existing holdings, ranging from concentrated single stock positions to private real estate.
Case Study – Private Foundation Seeks to Allocate Around
Existing ManagerA private foundation selected Regis to partner with an existing manager that oversees a balanced portfolio of U.S. public equity and fixed income. Regis worked with the foundation to enhance the manager’s holdings with a mix of foreign equities and bonds, market-neutral hedge funds, and inflation protection.