Regan Investments, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Regan Investments provides discretionary portfolio management to individuals, retirement accounts, trusts, estates, religious and charitable organizations, corporations and partnerships. Discretionary management comprises about 99% of the firm’s business and it generally serves primarily non‑high‑net‑worth clients, with no formal account minimum (the brochure notes an optimum account size around $100,000).
The firm follows a top‑down investment process that integrates charting, fundamental, technical, cyclical and monetary analysis to establish asset allocation and security selection across named strategies such as Macro Absolute Return, Focused Equity and Fixed Income. Portfolios may include equities, fixed income, commodities, currencies and alternative exposures, and where authorized the firm may use margin, short sales, options and inverse ETFs for hedging or tactical purposes.
Regan Investments provides written quarterly reviews that include market value, quarterly and year‑to‑date performance and a commentary on market and economic conditions, and the firm also advertises its performance results — a practice that is relatively uncommon among similar supported advisors. The firm combines a long operating history (with predecessor firms dating to 1967) and a small advisory team, which contrasts with many peers that emphasize more standardized, mutual‑fund‑centric solutions.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Main office
See office601 Carlson Parkway, Suite 1050
Minnetonka MN 55305
Advisors at this office
1
Offices (2)
Most active in
Minnesota
Also doing business as
Regan Investment Advisors, Inc. · Regan Investments, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Robert R
Series 65, Series 66
Minnetonka, MN
Regan Investments, Inc.
Robert Regan Jr. is a financial advisor at Regan Investments, Inc. in Minnetonka, MN, with 8 years of industry experience and Series 65 and 66 designations. He has been with Regan Investments since 2002, a firm with a history dating back to 1967. Regan Investments provides discretionary portfolio management primarily to non-high-net-worth individuals, retirement accounts, trusts, estates, religious and charitable organizations, corporations, and partnerships. The firm employs a top-down investment process combining charting, fundamental, technical, cyclical, and monetary analysis, offering diversified portfolios that may include equities, fixed income, commodities, currencies, and alternative exposures.
Robert R
Series 65
Minneapolis, MN
Regan Investments, Inc.
Robert Regan is a financial advisor at Regan Investments, Inc. in Minneapolis, MN, with eight years of industry experience. He holds a Series 65 designation and has been with Regan Investments since 2002. Regan Investments provides discretionary portfolio management primarily to individuals, retirement accounts, trusts, estates, religious and charitable organizations, corporations, and partnerships, generally serving non-high-net-worth clients. The firm employs a top-down investment process integrating various analytical methods and offers portfolios including equities, fixed income, commodities, currencies, and alternative exposures.
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