As a full service investment consulting firm, we offer a comprehensive suite of services to institutional investors.  Rocaton's key differentiators include:

  • Independence and Objectivity:  The firm’s revenue is generated exclusively from fees paid by our clients. We do not receive any finder’s fees, commissions, 12b-1 fees, or other payments from investment managers in exchange for client referrals. 
  • A Singular Focus:  Our professionals are committed to providing our best thinking and world-class service to our clients. 
  • An Experienced Team:  Rocaton's senior research and consulting professionals average more than 24 years of industry experience. We pride ourselves in providing client advice based on collaboration and sharing ideas.
  • Customization:  Our consultative approach, led by senior partners,  allows us to offer customized consulting services to reflect our clients' specific needs and goals.  This customized approach is central to our mission and business strategy. 
  • Employee Ownership:  Rocaton is 100% owned by the firm’s senior employees.  Ownership in the firm fosters collaboration, creates stability, and enables us to attract and retain superior talent.