Regis Management Co
873 Santa Cruz Avenue, Menlo Park, CA 94025
Location & Phone number
873 Santa Cruz Ave Ste 206, Menlo Park, CA 94025, United States
About the Business
Regis Management Co is an independent portfolio management and investment advisory firm located at 873 Santa Cruz Avenue in Menlo Park, California. Founded in 2000, Regis specializes in creating customized portfolios for private clients, foundations, and endowments, with a focus on long-term capital appreciation. With expertise in marketable securities, alternative investments, and private investments, Regis offers a consultative approach to wealth and investment management that aligns with the unique goals and needs of each client.
As an independent advisor, Regis provides objective advice and transparent fees and services, allowing for flexibility in choosing high-quality investments based on client objectives. The firm takes a conservative, valuation-based approach to investing, prioritizing capital preservation and risk reduction while aiming for steady growth and financial security.
Regis also works with private and family foundations to develop and manage asset management strategies, providing essential day-to-day oversight to help ensure fiduciary obligations are met and capital is preserved. Additionally, Regis offers a diversified "all-weather" portfolio for its principals and their families, combining expertise in asset allocation, fund selection, and portfolio management to create a portfolio with attractive risk and return characteristics.
The team at Regis Management Co includes experienced professionals such as Managing Partner Robert Burlinson, President Peter Gifford, and Investment Committee members Stephen Donahue, Steven Go, Matthew Krensky, and Kristof Neukermans. With a commitment to world-class client service and a focus on long-term success, Regis Management Co is dedicated to helping clients achieve their investment goals and financial security.
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