Care, experience, and understanding have flourished in our business for over thirty years.

We look well beyond mainstream investments to seek opportunity, stability, and suitability. We offer a broad array of traded and non-traded securities amongst other financial instruments; yet as importantly, our strategies include consideration of individual goals and family dynamics.

Those who have not yet taken a close look at our approach and the alternatives we offer are invited to do so. Our mission is to help strategize the financial future of the people with whom we work, to strive for success in both stable and uncertain times; our relationship should serve its purpose in all seasons.

If this is a first-time visit to this site and we have not met, you are invited to make personal contact and we encourage you to explore the possibilities of working together; we appreciate your initial interest. If we already have a professional relationship, then you know how much we welcome your contact. Thank you for visiting our website, and we always appreciate your recommending us to others.

Nir Regev was born 1963 in northern Israel to a survivor from Germany and a hard-working mother.

Six years after losing his father to cancer, his mother met and married an American in 1972. At age nine, Nir moved from suburban Israel to just outside of Birch Tree in southern Missouri, a sparsely populated rural area of the Midwest. Growing up in a tiny farmhouse and helping tend to the livestock made for a meager existence filled with lots of hard work and very little financial reward. But the simple upbringing in the remote, impoverished surroundings would serve as a meaningfully rewarding, if not powerful backdrop to the ambition and drive which later manifested. Nir has always viewed his past as a springboard, appreciating much of challenges along the way and a lot of his family’s deep history.

High school years were fairly unremarkable, yet enjoyable. The consolidated school district, despite its fiscal constraints and geographic sprawl well into the Ozarks hills, offered some excellent teachers and a decent music program. The latter led to Nir’s playing with a southern rock band for a few months while their drummer was jailed. This short-lived drumming gig, the burger flipping job at a McDonald’s twenty-five miles away in the “big town” of West Plains, and a portable DJ business he started at age sixteen funded his last two years of high school and even a “Smokey” black and gold TransAm.

The next three years were spent living in Mountain View, a town twelve miles away, working at a local bank. During that time Nir also was a volunteer fire fighter with the local department. Although academia had not seemed important prior, this phase made Nir realize pursuing higher education has merits. With the help of student loans and part-time jobs, Nir attended University of Missouri and then Missouri State University where he earned a comprehensive degree in economics. One of three concurrent part-time jobs during his last year of studies introduced Nir to the financial services industry.

Immediately after graduating, Nir was hired by Merrill Lynch in Springfield as a stockbroker. He became securities registered and insurance licensed, attended an extensive training program in Princeton, and began the arduous task of cold calling to attract investors. After two years, he concluded that helping people make sound financial decisions was his professional passion, yet to help his clients he could not do so through conventional brokerage channels. Creating client-centered relationships necessitated a different approach, so he became an independent financial consultant. In 1990 Nir began his own business and its development; his core competency is helping people position, grow, and protect significant assets for the future.

Today Nir thrives on providing individuals and businesses a personalized approach to accumulating and preserving money while planning and strategizing its use and transference to the next generation(s). In connecting with clients, Nir prefers a holistic approach and wants to see the “big picture;” in this way he can understand and honor what and who matter to the client. In this pursuit, he specializes in using alternative assets as an integral part of that process. Wife, Cherie, is not only business manager but also makes every effort to help ensure excellence in service and response times.

Their twins were born in 1997. Dalia, an avid St. Louis Cardinals fan, earned an MBA with sports emphasis to pursue her passion professionally. Elie skipped his senior year of high school to begin university studies early; post receiving his computer science degree, he now heads up the innovations group for an ag-tech company. More than anything, the Regevs enjoy spending time together while sharing a passion for life, purpose for endeavors, and deep respect for others. Cherie and Nir enjoy time at their Town & Country, Missouri and Whitefish, Montana homes but also continue to explore every continent on earth.

Traditional investments come with their own particular risks and rewards, but usually these also come with traded markets’ volatilities. To complement these investments, we make available various non-traded investments; each has its own risk profile, but these can offer diversification and a more “direct” way to invest alongside the ability to access investment opportunities which otherwise might be out of reach for an individual investor. These include Reg D offerings and various unique accredited-only investments*, but also select BDCs, REITs, and interval funds. This specialty has been integral to our business and is stylistically a part of what differentiates Regev Group. Conversations about alternative investments always include various investment options, strategies, related costs and hold times.

Alternative investments we offer come from private equity, private debt, and a lot comes from various types of real estate.

Tax-advantaged alternative investments we offer help with deferring capital gains and offsetting income taxes, both active and passive. **

CARE

Our due diligence department vets out investments which allow us to be a meaningful one-stop shop for alternative assets which we implement alongside market-driven investments.

IDENTIFICATION AND BACKUP

You are allowed to specify up to three properties, or DSTs, in the first 45 days of an exchange. In a DST, the property has already been purchased and is available to you so there is no need to negotiate a purchase price or concern yourself with a loan if debt-replacement is needed. The equity from your relinquished (sold) property in most instances can be redeployed within a fairly short period of time if you choose; you may eliminate the need for the 45-day elimination period, let alone a 180-day period to close.

The contents of this site constitute neither an offer to sell nor a solicitation of an offer to buy any security which can only be made by prospectus. Alternative investments are subject to significant risks and therefore are not suitable for all investors. When considering alternative investments, you should consider various risks. These risks include, but are not limited to, lack of liquidity, loss of principal, limited transferability, conflicts of interest and fluctuating market condition. This is neither an offer to sell nor a solicitation of an offer to buy the securities which can only be made by prospectus.

Since 2011 we have worked virtually from Missouri, Montana, or wherever we might be via remote capabilities. We make ourselves very accessible and always strive for prompt response times.