Rocaton Investment Advisors - Services / Private Wealth

A Different Kind of Conversation

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

About Us

Clients

Research

Services

Alternative Investments

Asset Allocation

Defined Contribution

Financial Intermediary

Manager Search

Performance Reporting

Private Wealth

Risk Analysis

Family offices, as well as high net worth individuals and families have partnered with Rocaton for assistance with generational wealth preservation. Services we provide to our private wealth clients include:

Strategic asset allocation recommendations
Manager search and recommendations
Research reports on current managers
Advice on mandates currently employed or under consideration
Quarterly performance reporting and analysis
Ongoing discussions regarding industry trends and potential new investment ideas

In addition to traditional investment consulting services, we partner with our private wealth clients to help address the following questions:

What is a “safe” asset class today?
How much inflation do we expect in coming years?
What assets should a taxable investor hold?
What fee levels are appropriate?

Philosophy	Alternative Investments	Asset Allocation	Defined Benefit	Defined Contribution
Endowments & Foundations	Financial Intermediaries	Healthcare Systems	Insurance Companies	Private Wealth