Chief Financial Officer, Kevin Manning
Our process – helping you to successfully achieve your goals At Regent Peak, one of our core responsibilities to clients is to understand their financial goals, while simultaneously managing their investible net worth in a way that provides them the greatest likelihood of achieving those goals. We want to set our clients up for success during their lifetime and beyond.
With all the attention around viral trades like Bitcoin, other cryptocurrencies, and the darlings of Reddit, the obvious question becomes, where do these emerging trends fit into that process? My short answer: they simply do not, at least not today.