As hinted above, the first half of the year has flown by. Our clients, remaining at the core of what we do, inspire us every day. It's the big answer to the "why" behind launching the firm - to allow us to be a fiduciary. As such, we keep our core values front and center as our guide. Operating at our Peak Performance looks like a variety of things, but touching on some of those core values, here's a breakdown of some of our highlights year-to-date, as we acknowledge our journey in year four as a firm.
In the Spotlight
In March, Craig was invited to spend an evening at the Forbes SHOOK On-the-Road event here in Atlanta, speaking with other members of our industry on a panel to discuss the topic of Alternative Investments and the place for them in your portfolio. This type of forum is an example of one of the environments where we perform due diligence on various investments and managers in the marketplace. In addition to regular attendance at these events by members of the Regent Peak team, we also hold regular Investment Committee meetings, led by our Chief Investment Officer, Nathan Hoyt, where our team and guests from various managers are invited to open the conversation and conduct due diligence.
A bit of recognition you may have seen in our social post on LinkedIn, highlighting our hard work and teamwork: The June 15,2023 AdvisorHub ranking named Craig in its top 100 "Fastest Growing Advisors to Watch Under $1B."[1] This type of recognition is a result of our efforts as a collective, as we pride ourselves on the collaborative nature of our team.
Giving Back
Community outreach is something we are all passionate about at Regent Peak. With a variety of avenues to give back, we were able to provide help to those in need in the form of food and education throughout the year. A highlight for us was our morning spent with HOPE for Domestic Violence, assisting in the delivery of household goods, and serving of a warm meal. This year also brought the opportunity to engage with clients, and their peers at work, with a virtual wellbeing segment focused on answering some of the most common questions when it comes to engaging with a financial advisory firm, conducted by our Founding Principal and Managing Director, Craig Robson.
Office Update
In our last newsletter we were anticipating our move and the new integrations our larger office space would allow for. We've been pleased with the past seven months as we settle in to our space. As planned, the additional square footage provided adequate space to welcome our newest team members and host a variety of visitors in to our home. A huge shoutout to our Office Manager, Amey Mitchell who led this project for us.
Last, we've enjoyed spending time together as a team and celebrating our successes. In April we headed across the street from our office to Truist Park for a Braves game. As a cohesive, client-focused team, we always enjoy taking a little time away from the office together to remember why we work so well together in the office!
In Our Future
As we look ahead, we continue to evaluate in what other ways can offer the best there is to offer in the marketplace, and do more for our clients. It's important we receive feedback directly from you, our clients! Some future considerations also include the potential for adding accounting and/or estate planning professionals among our team to directly advise our clients. We will continue to seek strategic acquisition opportunities and determine if they would be additive to our firm. And lastly, we plan to introduce a multi-generational family advisory offering for those relationships who desire our assistance engaging relationships across generations. Soon we will be sending all clients a survey link to complete to provide us with feedback and guidance. It's important to us to evolve and evaluate our offerings.
