About Regiment

OurValues

What we are building toward, what we stand on, and the goal that is big enough to organize everything we do. Three statements, written to be held to.

01

Envisioned future

We will be the most trusted financial organization in the world. We will combine trust with technology so that alternative and traditional investments are seamlessly accessible.

We will be the go-to innovator in capital markets. The name Regiment will mean honesty and integrity.

02

Core ideology

Core purpose

To deliver positive outcomes from a foundation of trust.

Core values

  • Positivity in everything
  • Do the hard thing first
  • Always have fun
03

Big hairy audacious goal

To become the Montgomery Securities of the 2020’s.

Why now

  • There is a greenfield genesis in capital markets triggered by the global pandemic
  • Collaborative culture brought on by a mindset of abundance
  • Relentless attitude that supports entrepreneurs and innovators

Work with people who hold to this

Meet the team behind the firm, or bring your plans to us.