Investment Management Services

Regent Financial Services has access to many independent investment managers to serve their clients’ personal investment and brokerage accounts, trusts, and foundations. We also can apply the same resources to managed corporate deferred compensation plans.

Our Infinex Financial Advisors in conjunction with Infinex Investments, Inc. and Pershing provide within the friendly and accommodative atmosphere of the community bank environment the capabilities that one would find in a high profile financial services firm. Our financial advisors are well credentialed and have the skills, training and knowledge to unlock the impartial resources available to them in order to tailor a strategy and implement a program suitable for each client.

At Regent Financial Services, our Infinex Financial Advisors offer securities through Infinex Investments, Inc.  Infinex Investments Inc. is a broker dealer which focuses exclusively on meeting the needs of community banks and their customers. They offer retail investment and insurance programs on a non-proprietary basis, financial planning services, full service brokerage capabilities and access to a wide range of products and services.

In conjunction with Pershing, which is owned by Bank of New York Mellon, and Envestnet, a firm with more than $127 billion in assets, our advisors have access to conduct transactions on an even broader array of investment services including more than 100 independent portfolio management firms.  These firms have long established records of competitive investment results within their peer group of managers with comparable objectives. Pershing and Bank of New York Mellon are the world’s leading provides of securities services and a top global asset management firm.

These highly competitive independent portfolio management and investment research firms can manage totally discretionary accounts, and offer model investment portfolio programs targeted for specific objectives or provide research which Regent Financial Service Advisors can use to provide investment guidance to our clients. Our related trust services providers also offer an alternative full service investment capability.

For more information on our Professional Investment Management Services contact one of our Regent Financial Services representatives today at 954-786-5863.

Regent Financial Services are available at 1540 South Federal Highway, Pompano Beach, FL 33062 or by appointment at a time and place of your convenience. Investments and insurance products and services are offered through Infinex Investments, Inc., Member FINRA/SIPC. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk including the possible loss of value.