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Our Strategies Provide The Opportunity To Retire with Less Risk, Less Cost and Less Tax.
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Our Strategies Provide The Opportunity To Retire with Less Risk, Less Cost and Less Tax.
The number one concern in retirement is running out of money. However, the primary preventable cause of failure in retirement planning is investing in assets that lose significant value.
Typically people have their assets invested in things that carry a direct relationship to market performance. Meaning that when the market goes up, their investment value goes up with it. And when the market goes down…….the investment value goes down.
By utilizing specific risk shaping tools, we are able to create a risk profile which has more upside potential and less downside risk on a specific investment. This changes the traditionally linear relationship between market risk and investment value. This non-linear investing format gives you a strategic advantage for potential growth and more importantly, risk reduction as you plan, prepare and invest for retirement.
Our goal is to protect your assets & investments by minimizing risk, where possible, and maximizing potential returns so you can retire confidently and vacation freely.
One cause for poor investment performance is fees. In fact, the fastest way to create better performance on your investments is to simply minimize the fees you are paying.
For example, if you earned 5% on a specific investment for any given time, but paid 2% in fees, your net gain is only 3%. By optimizing your investment fees by just 1% you now net 4% without changing anything but where your money is invested.
Another cause of poor investment performance is a bad investment allocation. Most advisors allocate among different investment assets thinking that at least one of the items will go up.
There is a better way.
Optimizing means reducing costs and investing in assets that have a protective component as well as an upside potential.
For most people, unless you have a significant health issue late in life, taxes will be your largest expense in retirement. By working to minimize the amount of taxes you pay, our goal is to increase your retirement cash flow.
We will work with you to explore ways to shield your investment and retirement assets from taxes and inflation using innovative and customized strategies.
You have worked hard to create a well-funded, reliable retirement plan and even a family legacy. When you pass on wealth, we believe that wealth should last for generations.
We help you build your own family office or family bank to create an enduring legacy.
As you implement the Invest and Protect™ Process, you can reduce investment risk, reduce investment costs and reduce taxes. While we cannot always predict the future, our Invest and Protect Process is designed to endure market crashes and benefit from market growth. You’ll see ways you can be offensive, defensive, or protective in how your money is invested. We work with you to customize a plan that is best suited to help you achieve your goals.
We act as Fiduciaries as we work with you to put your interests first and to ensure that our solutions can align with your goals. Our commitment is to treat your financial situation with the care and concern that we would our own financial circumstances.
Whether you are an Individual Investor, Registered Investment Advisory Firm, Wealth Manager, Financial Intermediary or Institution, our high touch approach to client service is designed for you. At Regents Park Advisors, we offer personalized portfolio management to invest and protect your assets.
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This website is a publication of Regents Park Advisors. Advisory services are offered through Regents Partners, a Registered Investment Advisor, DBA Regents Park Advisors. The firm is registered as an investment advisor and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. Information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgement of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategy discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding you’re specific legal or tax situation. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. Asset allocation and diversification will not necessarily improve an investor’s return and cannot eliminate the risk of investment losses.
