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

 
Alternative Investments
Asset Allocation
Defined Contribution
Financial Intermediary
Manager Search
Performance Reporting
Private Wealth
Risk Analysis

More than half of Rocaton's clients utilize our defined contribution consulting services.  Our comprehensive suite of defined contribution investment consulting services includes:
  • Investment structure design
  • Evaluation and recommendation of investment managers and funds
  • Analysis of investment fees and expenses
  • Assistance with the development of an Investment Policy Statement
  • Quarterly performance reporting
  • Ongoing investment program and manager/fund monitoring
  • Research on emerging trends impacting defined contribution plans
  • Input on investment-related participant communications
  • Ongoing dialogue with our consulting and research professionals
Philosophy Alternative Investments Asset Allocation Defined Benefit Defined Contribution
Endowments & Foundations Financial Intermediaries Healthcare Systems Insurance Companies Private Wealth
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