Regatta Research & Money Management L.L.C.

Regatta Research & Money Management provides fee-only investment advisory services, including portfolio management, asset allocation, and financial planning. The firm builds customized investment portfolios using individual stocks, bonds, mutual funds, exchange-traded funds, alternative investments, and third-party managers based on each client's risk profile, liquidity needs, and goals. Regatta manages portfolios on a discretionary basis, meaning they make trades without needing to ask the client first. In addition to ongoing portfolio management, the firm offers financial planning services covering personal budgeting, education funding, cash flow analysis, and retirement strategies.