Regatta Wealth Management, 10 E Scranton Ave, Lake Bluff, IL 60044, US

Alley Company understands the challenge of creating the right investment mix. Client portfolios consist of common stocks that represent companies with proven track records, superior business prospects, and management teams that have demonstrated the capacity to maximize the business opportunities that lie ahead for their shareholders. Accurate analysis of our stock holdings, coupled with low portfolio turnover will allow the benefits of long-term compounding to be realized through time. The discipline involved in our philosophy centers on continually monitoring the companies in the portfolio to be comfortable that their long-term fundamentals are intact.In the search for sustainable growth, Alley Company generally looks to four broad industry groups that are the key drivers of growth in the U.S. economy. These are technology, financial services, health care, and the consumer sector. Alley Company's equity portfolios are typically comprised of 25-30 stocks. Our investment program emphasizes large capitalization growth stocks with an eye toward mid-cap stocks that have promise to become large-cap in time.

Dr. Mason

Lake Bluff Illinois

Salon Kallisto

Morcott, Scott M MD