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 $300 billion in total assets.ยป More

Conversations with Rocaton

Getting to Know Rocaton
A Conversation with Robin Pellish, 
CEO and co-founder
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Discretionary Solutions: Evolutionary, Not Revolutionary
A Conversation with 
John Nawrocki, Partner
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Featured Research

Rocaton / Pensions & Investments
2014 Survey of DC Industry Viewpoints
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Building a Better Inflation Hedge:
The Case for Real Assets
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High Yield: The Merits of Active Management
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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.

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