A complete list of active advisors currently associated with Regatta Research & Money Management L.L.C.
Warmer can help you find a great advisor at Regatta Research & Money Management L.L.C. or one who fits your needs even better.
Regatta Research & Money Management, LLC is a fee‑only advisory firm that manages approximately $211 million for roughly 550 clients, including individuals, families, pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities. The firm offers financial planning, asset allocation and discretionary portfolio management, and may recommend access to third‑party managers and separately managed accounts. Regatta combines fundamental, technical and quantitative analysis with tools such as MoneyGuidePro, Riskalyze, Monte Carlo simulations and portfolio stress tests to build customized allocations and in‑house model portfolios (for example “Clipper” and “Mariner” strategies). Portfolios can include long‑term strategic holdings and shorter‑term tactical trades, and the firm may implement hedging and derivatives strategies (options, futures, short positions and spreads) to manage volatility and targeted drawdowns. Compared with many peers, Regatta routinely integrates less common investment vehicles and structures into client programs, including non‑publicly traded REITs, Regulation D private placements, interval funds and bespoke structured products (both capital‑protected and capital‑at‑risk wrappers). The brochure also describes operational practices that are atypical for similar team firms: it documents discounted access to certain non‑public REIT offerings with an explicit fee‑rebate policy for early redemptions, and it details use of derivatives and option‑based hedging within its separately managed and in‑house strategies.
To learn more about the advisors currently working at Regatta Research & Money Management L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Regatta Research & Money Management L.L.C.'s office locations.
Name |
Location |
Years of experience |
|---|---|---|
Metairie, LA
| 22
| |
Metairie, LA
| 22
| |
Metairie, LA
| 22
| |
Metairie, LA
| 22
| |
Metairie, LA
| 23
| |
Baton Rouge, LA
| 11
|
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