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"The indispensable first step to getting the things you want out of life is this: decide what you want."

Ben Stein

Investment Advisory Services For Maine Businesses

Regent Financial Services helps manage fixed income assets for an array of institutional clients, including community banks, small to mid-sized corporations, charitable organizations / agencies and defined contribution retirement plans.

We distinguish ourselves by approaching the management of fixed income portfolios as a service rather than a product. This approach is tailored to effectively meet the cash flow needs and investment objectives of each client.

Regent Financial Services utilizes a disciplined analytical approach to fixed income investing using a combination of macroeconomic and quantitative inputs in our analysis, with an eye toward risk management.

Our specialty is the management of limited duration, high quality municipal securities portfolios whose primary objective is tax advantaged returns and capital preservation while providing income.

Through Commonwealth’s PPS program, the fixed income portfolios seek to match or exceed the total returns of client-specified benchmarks over a market cycle with lower volatility of returns, as well as identification of lower risk opportunities to potentially enhance returns. Past performance is no guarantee of future results.

Regent’s Principal, Fred Burgess, also has the ability to serve as an investment fiduciary, where such services are appropriate (e.g. Qualified Retirement Plan Sponsors).

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This communication is strictly intended for individuals residing in the states of CA, CT, FL, MA, MD, ME, MI, NC, OR, PA, RI, VI, VT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser. Regent Financial Services is a licensed Registered Investment Adviser in Maine for financial planning services.