We currently advise on approximately $300 billion in assets, with clients ranging in size from less than $50 million to more than $50 billion in assets under advisement. Collaboration and customization are the cornerstones of our business model and we tailor our services to meet each client’s unique needs.

 

Our clients include defined benefit plans, defined contribution plans, financial intermediaries, insurance companies, endowments and foundations, hospitals and high net worth families.  In the corporate space, our clients’ industries range from automotive to paper production, retail to media, as well as a wide array of professional services firm, including financial services, legal services, accounting and strategic consulting firms.

 

Over 70% of our clients have utilized Rocaton's services for at least five years.  With more than 50 employees, we are large enough to offer a comprehensive suite of services, yet small enough to provide the customized level of service, responsiveness and innovation that our clients expect.