Rocaton began offering discretionary investment consulting services in 2012 as a natural extension of our traditional consulting expertise.  Our discretionary service offering leverages Rocaton’s well-defined investment philosophy, manager research process, and experienced professionals to manage all or part of a client’s investment portfolio.

 

Services include:

  • Portfolio construction
  • Investment manager selection
  • Rebalancing
  • Portfolio monitoring and reporting

Under our open architecture model, senior professionals construct a portfolio that is customized to reflect each client’s unique needs and objectives.  A senior client advocacy team then manages each relationship on an ongoing basis to help ensure that evolving client needs and objectives are the primary focus.  In all cases, we work with our discretionary clients to create a unique outsourced solution in the most efficient, cost-effective manner possible.

To learn more about our discretionary services, please contact:
John Hartman
Managing Director, Business Development
Email | (203) 621-1717