What We Do
Location
123 Business Street, Suite 456
New York, NY 10001, USA
Contact us
Location
Your investments should reflect your life; not just the market. We design and manage portfolios that align with your goals, risk tolerance, and long-term vision.
Regista strives to provide the most effective decision-making techniques to help you maximize your finances. Through strategic portfolio diversification, we charter a plan unique to your passions, ideals, and comfort level. We may choose a variety of options from individual stocks and mutual funds to ETFs, REITs, or liquid alternatives — depending on what’s best for your specific portfolio. As an independent advisor, we move with you to create the best investment management strategy based solely on what’s happening in your world and what will best serve your future.
Investment management is a unique role that provides guidance and offers options and portfolio strategies that make the most sense to serve you. While you may not pay close attention to the different financial markets, many people — through our dedicated educational approach — have started investigating possibilities on their own! Effective investment managers help you understand and have confidence in your investments while guiding and inspiring you to be involved in the process.
Get the right investment strategies with Regista Financial — we bring customized portfolio management, income strategies, and more, while keeping social responsibility and all the things that are important to you in mind.
I have had the privilege of working with Akram for several years, and I can confidently say that my financial journey has been nothing short of exceptional. He actively monitors your investments, ensuring they continue to align with your goals.
I can't emphasize enough how grateful I am to have Akram and Regista Financial Strategies by my side in my financial journey.
For nearly seven years, Akram has been the guiding force behind my family's financial success. His expert financial advice and meticulous planning have consistently placed us on the right path toward our goals.
We couldn't be more grateful for his expertise and support. We look forward to many more years of his invaluable guidance.
Going through a divorce after 19 years of marriage meant that finances were deeply entangled. I needed clear, sound advice on where and how to move my funds as they slowly became unknotted from my ex.
Akram was there the whole time to help me understand where everything needed to go in the smartest way possible.
This first meeting is a chance to get to know each other. We’ll talk through your goals, concerns, and see whether a financial partnership makes sense.
Next, we gather information to build a complete picture of your finances. This includes your income, assets, debts, and life priorities.
With everything in place, we develop your personalized strategy. You’ll receive a clear breakdown of your current financial state, recommendations, and options.
We don’t disappear after the plan is built. We continue to monitor, adjust, and support you through every change. You’ll always have a trusted guide as life evolves.
