Foundations and endowments provide critical support for charitable, academic, cultural and religious causes. Strong investment performance and risk management will ensure that these organizations can continue to carry out their vital missions. We pride ourselves on providing outstanding service and clear communication to non-profit boards located here in Los Angeles and the South Bay. We serve organizations to make sure their financial assets are not only safeguarded, but also invested for growth above inflation to support future philanthropic endeavors.
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As a multi-strategy investment management company, we manage money for families, 401(k)s, and endowments across the time horizon and risk spectrum.
Investment Lineup- We translate our world class research and expertise to the 401k world. We help businesses provide suitable and well constructed investment portfolios that employees can easily tap into.
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!