From wealth management to home mortgage to personal insurance, these financial professionals are ready to help you plan for the future and help make your dreams a reality.
Argent Trust Company
You, First. That simple phrase says everything you need to know about how Argent Trust Company approaches client relationships. Approachable, accessible, and highly responsive, Argent’s fiduciary wealth managers understand that each client’s situation and challenges are unique, and they strive to serve each with excellence and in accordance with their very best interest.
Furthermore, the Argent team’s objectivity, integrity, and experience with complex trusts and wealth management needs are second to none. Call today to discuss how Argent Trust Company might meet your needs for wealth and investment management, wealth transfer and estate planning, and oil and gas management.
FAST FACTS:
While Argent’s core services are for individuals and families, it is a national leader in trustee services for the funeral and cemetery industry as well as employee stock ownership plans.
argentfinancial.com / 504-291-8800 / 201 St Charles Ave #2420, New Orleans
Eustis Mortgage
If time measures the value of a company, then Eustis Family of Companies has set the bar. Founded and headquartered in New Orleans, Eustis Mortgage is proudly stronger than ever as it celebrates its 65th anniversary. With a diverse and passionate team, the company was voted one of the best places to work by readers of New Orleans CityBusiness in 2020. “As a storied and innovative organization, we must always be a driver for change and continue to grow” says Kate deKay, CEO. “We’re always striving to make the dream of homeownership a reality for everyone.”
FAST FACTS:
Eustis’s most robust form of advertising is word of mouth—the company’s clients return time and again, knowing they can trust the Eustis team to for advice on the home lending process.
eustismortgage.com / 504-586-0075 / 798 S. Rampart St., New Orleans
HUB International Gulf South
Annette Dowdle, Senior Vice President
Beyond their salary, today’s employees are searching for companies with innovative approaches to benefits. To address this and other issues, Annette has assembled a group of dedicated consultants and employee advocates that act as an extension of a company’s HR Team. This “A-Team” has the experience to build a customized benefit package that meets each client’s goals for employee attraction and retention. From strategic guidance to networking, Annette and her team provide all needed resources so that clients can focus on business growth.
“Providing great benefits is only half of the mission—client-branded benefits programs establish their own identity and value proposition to the company’s internal clients: its employees,” says Annette.
FAST FACTS:
Annette and HUB Gulf South have supported the American Heart Association for several years. Annette continues to bring awareness to heart disease’s impact on women and is Co-Chair for 2022’s Northshore Heart Walk.
hubinternational.com/offices/us/louisiana/metairie / 504-491-5576 / 3510 N. Causeway Blvd, Suite 300, Metairie
Regatta Research & Money Management
New Orleans-based Regatta Research & Money Management, LLC is a boutique, fee-only wealth management firm focused on the needs of wealthy individuals, corporations, and trusts.
Now with three offices in Louisiana and Florida, the firm started with humble beginnings. After graduating from LSU Law School and working as an institutional research analyst on Wall Street, Eric Greschner missed home. In 1998, he started Regatta Research in the back of a River Ridge garage with only two clients: his mom and dad.
Eric was an early proponent of financial education and teaching at Tulane University College when he met Rudy Blanchard, an equally passionate financial educator.
Together, the two reimagined financial planning.
“Banks and brokerage firms often focus on selling their own high-commission products rife with conflicts of interest and hidden fees,” says Eric. “Duties of loyalty and protecting clients’ best interests are not required by law, and we think that’s wrong.”
Considering what they would want as clients, Eric and Rudy designed a firm where the relationship between investor and wealth manager is that of a trustee-trustor relationship, also known as an RIA. Standards of care embraced by Regatta Research—one of the first RIAs in Louisiana—include duties of loyalty, utmost good faith, honesty, transparency, objectivity, and avoiding self-dealing.
Growth at Regatta is driven by three Cs: certainty out of confusion, clarity out of complexity, and confidence out of fear. Regatta focuses on long-term, win-win relationships.
“We are our clients’ financial quarterback and their accountability partner,” says Rudy. “What motivates us is not just the desire to grow and protect their portfolios but to also grow their investment mindset. We collaborate and educate, helping them exercise better modes of investment thinking no matter what life brings. Whether the market goes up or down, whether someone gets married or divorced—our clients feel in control.”
The Italian phrase su misura means “custom tailored,” indicating a suit of the highest quality and workmanship. At Regatta, clients get a bespoke plan crafted only for them. According to Eric, the difference is in the details.
The experience of the Regatta team also adds to client confidence. Each wealth manager has a graduate degree and more than 20 years’ experience. Certified Financial Planners and Certified Financial Education Instructors, they’ve navigated the tech crash, the 2008 financial crisis, hurricanes and a pandemic.
“Today, investors face a hostile environment where stocks are expensive, bond yields are low, and inflation is a threat,” says Eric. “A larger toolkit is required—world class hedge funds, private equity, private credit, and private real estate.”
Another area of expertise at Regatta is tail risk management, protecting against large but infrequent loss-making events while maintaining participation in profit-making events.
Additionally, tax-efficient strategies are a specialty. Strategies to defer or significantly reduce taxes include direct indexing, 1031 exchanges and Opportunity Zone funds.
“We do the heavy lifting so our clients can spend time doing what they enjoy,” says Rudy. “We keep clients for decades—and their extended families—because our process works.”
Regatta Research offers free, introductory 30-minute consultations. Register online for free market updates and social events, and follow Regatta on Facebook, LinkedIn, and the Eric Greschner and Rudy Blanchard YouTube Channels to learn more about investing.
FAST FACTS:
ERIC
Eric is a Certified Financial Education Instructor (CFEI) having taught, spoken, and chaired investment conferences at venues ranging from LSU Law School and University College London to Stockholm, Singapore, Hong Kong and the Warsaw Stock Exchange. For his commitment to ethics and teaching, he was named—along with Vanguard founder John Bogle—one of the “The Wall Street 50” in Kim Ann Curtin’s Transforming Wall Street. When not working, you can find him, his wife Mai, sons Aiden and Eric, and their German Shepherd sailing or overlanding.
RUDY
With over two decades of experience as an instructor and portfolio manager, Rudy operates with the motto “Financial education is your best investment.” He has taught financial planning courses at various universities across the state and is also an Accredited Portfolio Management Advisor (APMA). Rudy’s favorite hobby is spending time with his wife Bernie and their three children, Hanna, Lance and Emma. He also enjoys working out, learning bass lines to classic rocks songs, and traveling with his family.
regattaresearch.com / 504-831-4636 / 6620 Riverside Dr STE 207, Metairie
