Regis Investment Co.

At SCOAPE Financial Group our goal is to educate and serve our increasing number of clients, their families, and beneficiaries by implementing individualized financial plans. Our dedicated team wishes to provide a peace of mind and trust that we are hard at work for you while receiving reasonable compensation to ensure the health of the firm for today and tomorrow.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Cincinnati, OH area, Mark B Sutton will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Ultimus Fund Solutions is a leading independent fund administration provider in the United States, offering comprehensive and technology-driven solutions for registered funds, private funds, and public plans. With a focus on combining cutting-edge technology with personalized services, Ultimus caters to the unique fund administration needs of various fund sponsors, investment managers, and large institutions. Recognized for their commitment to excellence, Ultimus has received numerous industry awards, including being named ETF Administrator of the Year and Private Equity Fund Administrator of the Year for multiple years. Their tech-enhanced services, such as middle office support, tax services, and AML reporting, aim to enhance the overall adviser and shareholder experience, while their team of senior executives provides invaluable insights and expertise to drive innovative solutions.Generated from the website