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401(k)
Pension Consulting
We are passionate about working closely with business owners. Whether it’s educating a large staff about 401(k) benefits or setting up a Defined Benefit Plan to help you save even more before you retire, Regatta has you covered.
Investment Lineup
We use our same world class research and expertise in building investment lineups and portfolios for 401(k) plans.
Seminars & Education
Regatta’s advisors make a point to be employee-facing because the perfect retirement plan has no value if it is not properly communicated to employees.
Plan Design
Your business and your employees are unique, and the plan design needs to represent your specific needs.
Compliance
As the regulatory spotlight shines bright, understanding the landscape and limiting liability for business owners is extremely important. Knowing how to reduce risk, and pass responsibilities on to Regatta is a major benefit to business owners.
Service Providers
Our independent business structure lends itself well to the 401(k) space. We work with many different record-keepers and third party administrators evaluating cost, tech, service and payroll integration.
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Investment
Management
As a multi-strategy investment management company, we manage money for families, 401(k)s, and endowments across the time horizon and risk spectrum.
Endowments
& Foundations
Managing investments for non-profits is a labor of love. Advising foundations effectively requires a high degree of specialization due to the nuances of collaborating with a diverse group of board members who are fiduciaries for the organization’s assets.
Private
Client
Regatta is proud to serve many multi-generational family clients. We have dozens of first and second generation clients, a few that are three generations, and even one that currently has four generations of family members with accounts open!