Regista Financial Strategies, LLC

Overview

Regista Financial Strategies, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional clients, offering financial planning, discretionary portfolio management, selection of other advisers and pension consulting-related services. Regista acts as a capital allocator, with a stated preference for equity exposure and an active ESG investing stance that informs manager selection and security choices across portfolios. Fee arrangements are flexible and include percentage-of-AUM fees alongside hourly and fixed-fee engagements, which supports a mix of ongoing advisory relationships and project-based planning work. The firm emphasizes exchange-traded equities and uses third-party managers where appropriate, positioning itself to blend public market exposure with allocations to alternative strategies for diversification and return enhancement.

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Public Holdings

Investments & Alternatives

Location & Offices