With our disciplined investment approach, we do not spend time chasing performance and the latest investment. We seek to bring peace and a sound mind to the evolving world of financial planning and investment management.
Whether you are a private client trying to navigate the financial waters, a company that desires a customized 401K program, or a non-profit organization that desires stewardship with endowment accounts, our firm may be just the partner you are looking for.
At Regal Capital Management, we believe:
- Clients' deserve a financial plan based upon their unique goals and risk tolerance.
- In a sound investment process based upon Modern Portfolio Theory (MPT)
- In the value of a finding a financial partner who can design, implement and monitor your financial plan
- The investment plan is only a part of a comprehensive financial planning process.
- Risk management is paramount to wealth preservation.