Regan Investments, Inc.

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.