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Strategic Investment Management

It is an account managed on a discretionary basis. Regency Strategic Investment Management represents a one-on-one relationship between the client and the investment manager. Regency investment manager consults with each client to determine an appropriate investment mandate that fits the client’s specific objective and circumstances. We then construct a portfolio for the clients based on the relevant model portfolio(s) described below:

Features:

• Growth (Equity) Strategies: This strategy is generally for clients whose principal objectives is long-term capital appreciation.
• Income Strategies: Generally, for clients whose principal objective is the generation of current income from investment.
• For clients with both capital appreciation and income generation objectives. We construct balanced portfolio drawing on our growth(equity) and income strategies with the percentage allocated to each tailored to client’s particular objectives, risk tolerance and financial circumstances.