A number of healthcare companies have chosen to partner with Rocaton for our flexibility and customized approach. We work closely with our healthcare industry clients to develop and monitor diversified investment portfolios that take into account liquidity requirements, the need to maintain investment principal and restrictions imposed by statutory reserve requirements.

 

Identifying high quality investment managers willing to manage portfolios in accordance with specific guidelines imposed by healthcare systems can be a challenge.  We have helped clients to navigate these challenges by focusing on gain/loss considerations, prohibited investments, concentration limits and separate account requirements.