A Different Kind
of Conversation

Rocaton Investment Advisors is a full service, employee-owned investment advisory firm that was founded in 2002. Using a consultative approach, we partner with a select group of institutional and high net worth clients that currently have approximately $300 billion in total assets.» More

Conversations with Rocaton

Getting to Know Rocaton
A Conversation with Robin Pellish,
CEO and co-founder
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Insurance: A Consultant’s Value Proposition
A Conversation with
Michael Luft, Managing Director
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Featured Research

PBS FRONTLINE documentary
“The Retirement Gamble”
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Rocaton / Pensions & Investments 2012
DC Plan Survey Analysis
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Rocaton News

Rocaton has launched PlanRisk.com,
an online resource with unique tools for:
  • Examining pension plan risk factors,
  • Performing peer comparisons, and
  • Exploring Form 5500 pension plan data.

Rocaton expands its Insurance Consulting
Services - Michael Luft joins as Managing Director
"Our primary mission is to contribute to clients' investment success through thoughtful and objective advice, insightful and timely information, and our collective investment experience."