Investment Advisory Services For Maine Businesses
 Regent Financial Services helps manage financial assets for an array of institutional clients, including community banks, small to mid-sized corporations, charitable organizations / agencies and various tax-qualified retirement plans.
We distinguish ourselves by approaching the task of portfolio management 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 uses a disciplined analytical approach to investing utilizing a combination of macroeconomic and quantitative inputs in our analysis, with an eye toward risk management.
Our specialty is the management of securities portfolios whose primary objective is tax advantaged returns and capital preservation while providing income.
Through Commonwealth’s PPS program, the we design portfolios that 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 serves as an investment fiduciary, where such services are appropriate (e.g.
Qualified Retirement Plan Sponsors).
|