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 private wealth clients that currently have approximately $420 billion in total assets.ยป More

Featured Research

Emerging Market Debt Revisited
Download PDF
Examining Completion Management for Pension Plans
Download PDF
2016 Capital Market Outlook Mid-Year Update
Download PDF    

2015 Survey of Defined Contribution Viewpoints
Download PDF

Rocaton News

Rocaton Investment Advisors and Penbridge Advisors Announce Strategic Alliance to Provide Pension De-Risking Services
Download PDF

Rocaton is pleased to announce that we have moved to:

20 Glover Avenue, Norwalk CT 06850

Note that our phone numbers will remain the same

"Our primary mission is to contribute to clients' investment success through thoughtful and objective advice, insightful and timely information, and our collective investment experience."