Timothy G. Parker, CFA, AEP® serves as Chief Executive Officer, having founded the original firm (Hudson Capital Management) in 2004 and rebranded to Regency Wealth Management in 2010. He brings over 30 years of investment experience from major institutions including Bank of America, Bankers Trust, and The Bank of New York. Parker earned his CFA designation in 2001 and AEP® designation in 2021, and holds a BBA from San Diego State University. He has been featured in major financial media including The Wall Street Journal, New York Times, Bloomberg News, and MSN, and has been a NAPFA member since 2008. Under his leadership, the firm has grown from $86.4 million in 2011 to $538 million in 2025, maintaining an average annualized growth rate of 14.3%.

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Regency Wealth Management employs a proprietary 'Quality at a Discount' (QuaD) methodology that focuses on identifying above-average to excellent quality companies and purchasing them at prices below their intrinsic value. The methodology involves selecting 25 to 35 large-cap individual issues across numerous industries, emphasizing key financial characteristics. The firm uses both fundamental and technical analysis and primarily employs a long-term investment strategy with occasional short-term trades as market opportunities arise. They maintain a disciplined approach to fundamental analysis and focus on quality companies trading at a discount to intrinsic value across various sectors and geographies.

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