Regal Capital Management is a registered investment advisory firm providing comprehensive financial planning and investment counsel for individual clients, small to medium-sized businesses, and non-profit organizations. Our recommendations are completely objective and are customized to the needs of each client.

Our focus is working with clients in a long-term relationship. We believe in stewardship and not salesmanship. It is our mission to partner with clients to accumulate wealth, manage wealth, and preserve wealth. We utilize proven strategies based on academic research. We do not seek to be advisors to the masses, but we would like to be partner with you to secure your hard-earned wealth for you and your families.

Please, feel free to browse the rest of our site at your leisure and explore whether our approach and philosophy might be right for you. We are currently accepting new clients and look forward to hearing from you

Regal Capital Management, Inc. was founded by Bruce W. Roberts to partner with individual clients, businesses, and non-profit organizations to accumulate, manage, and protect wealth through a fee-based arrangement. Our firm is a Registered Investment Advisor with the state of Indiana.

The most successful individuals and organizations know who they are and believe in a proven process to achieve success.
We know who we are. Our staff is dedicated to our vision of giving clients peace of mind concerning their financial well being by providing superior wealth management. We believe in our process. Our process is specific in design and comprehensive in nature. We firmly believe in what we do and how we do it, and we are passionate about our approach.

Prior to founding Regal Capital in 2002, Mr. Roberts worked for three years in the financial planning and investment management field with one of the largest independent financial planning firms in southern Indiana. Prior to entering the financial planning field, Mr. Roberts worked for two Fortune 500 corporations in professional and management positions. Mr. Roberts then left the corporate world to become a consultant and teach for Indiana University and Vincennes University in their business and continuing education divisions. Mr. Roberts currently is an adjunct instructor for Indiana Wesleyan University.

Mr. Roberts received his undergraduate degree in Business Administration Summa Cum Laude from Northwood University in 1988. He also completed his MBA in Financial Planning from City University in 2006.

Mr. Roberts appreciates the best gifts in life. He is the proud husband and father of two boys.

Mr. Roberts is available as a speaker on investment and financial planning topics. Currently, there is no fee for Bedford and surrounding-area organizations, churches, and other groups. If you represent a group outside the Bedford and surrounding area, please contact us for a fee schedule.

We realize that our services and approach are not for everyone. We see ourselves as partners with our clients in the total wealth management process. Our clients are those who see the value of the following:

• A professional approach to wealth management as opposed to retail-oriented approach common in commission-based selling.
• A firm that works on a fee-based arrangement as opposed to strictly commissions.
• A firm that will work closely with the client’s other advisors (i.e. attorneys, accountants, consultants, etc.) to insure a comprehensive and professional developed investment and financial plan.
• A firm that will tell me what I need to know rather than what I want to hear.
• Establishing a long-term relationship with a trusted advisor that is built on integrity, honesty, and mutual respect.

Our Typical Client Profile:

• Medium to high net worth individuals and families.
• Retirees and soon to be retirees.
• Professionals and business owners.
• Non-profit organizations.
• Trusts.
• Businesses (sole proprietorships, partnerships, S-Corporations, and C Corporations).