Mutual Funds

Both RCTRX and RCIRX funds are available for investing through Fidelity, Charles Schwab, TD Ameritrade, Pershing, BNY Mellon, Interactive Brokers, Axos, LPL (SAM, SWM & MWP) and Orion.

Mutual FundsStrategyShare ClassInception Date
RCTRX
Regan Total Return Income Fund
IncomeInvestorOctober 2020
RCIRX
Regan Total Return Income Fund
IncomeInstitutionalOctober 2020