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 $480 billion in total assets.ยป More

Featured Research

Wag the Dog: Why Investors Should Understand and Care About Tail Risk
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      The Case for Preferred Securities
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      Enhancing DC Plan Processes & Outcomes in 2017
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      2017 Capital Market Outlook
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Rocaton News


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."