What We Do

As an investment advisor, REG Capital Advisors manages client accounts on a discretionary basis. Our primary goals are to provide excellent investment returns and personal service to our clients. Our focus is on investing our clients’ assets in stocks.  We employ a disciplined investment strategy that we describe as “Value Plus Favorable Change”.  In building these stock portfolios we often perform intensive research on individual companies…ultimately purchasing stocks that are undervalued, and often neglected by other investors, and which we expect to experience improved earnings.  This portfolio strategy is applied to each client’s account.

We also intend to use other investment vehicles such as Exchange Traded Funds (ETF's), both positive and inverse, is a means of enhancing and hedging portfolio returns.  

Because our client base is purposely kept small, we are able to offer a high degree of personalized service which includes tax efficiency, personal contact, and complete reporting.