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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