Regatta Research & Money Management LLC

Financial ServicesLouisiana, United States2-10 Employees

Regatta Research & Money Management LLC operates in the financial services sector, offering a client-centric approach to financial planning and asset management. The firm emphasizes understanding individual goals and values before outlining a tailored financial planning blueprint, and it provides in-house portfolios alongside a range of investment options to align with clients’ needs and preferences. In addition to traditional money management, Regatta delivers research capabilities and educational services, including public and private speaking engagements and continuing education seminars for both clients and professional partners.
Based in Metairie, Louisiana, the company positions itself as a boutique firm with a focus on personalized guidance and comprehensive market analysis across equities, fixed income, currencies, commodities, and real estate. Its services cater to individuals and strategic partners such as CPAs and financial professionals, offering thought leadership on topics like retirement planning, risk-adjusted returns, and behavioral finance, complemented by events and sessions designed to inform and engage clients and prospects.

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