Most investment and wealth management professionals recommend diversifying one’s assets into three portions: one to preserve wealth, a second to generate income, and a third to grow wealth.
Our expertise is in helping clients invest that third portion of their diversified assets --- the portion dedicated to increasing wealth. REG Capital Advisors – we invite you to put our over 40 years of experience to work for you.
We manage client accounts on a discretionary basis. Our focus is on investing our client’s assets in stocks using a disciplined strategy based on our own fundamental research & analysis.
We employ an investment strategy we refer to as “Value Plus Favorable Change.” In so doing, we invest in stocks that are undervalued, “unloved,” but which have improving fundamentals.
President Richard E. Greulich, Jr., is a graduate of the Northwestern Kellogg’s School of Management. Rich has over 40 years of experience in the investment/wealth management business and has focused on helping families and small businesses grow their portfolios.