Rocaton Investment Advisors

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Description

  • Rocaton, like you, has a passion to deliver performance, with excellent service, and a focus on the critical items for success.Employee-owned with broad active ownership, Rocaton Investment Advisors is a leading institutional investment consulting firm advising on over $500 billion in assets and providing a full suite of services to a select group of clients. Our 65 professionals collaborate from our Norwalk, Connecticut office to provide a truly connected partnership with each of our clients. Providing advice that goes beyond investments, we assist you in fulfilling your fiduciary duties and provide bespoke solutions for all your investment portfolios and retirement plans.Rocaton's clients include some of the most prominent and sophisticated investors in the US and span corporate, nonprofit, healthcare organizations and insurance companies, endowments, foundations and trusts, financial intermediaries, and private wealth investors. We research traditional and alternative investments in virtually all public and private asset classes, and our services can be implemented along the continuum from advisory to full outsourced discretionary management.In a consulting industry filled with conflicts of interest, uncertainty and seemingly constant organizational change, Rocaton continues to provide a stable influence. Supported by the broad and deep collective knowledge of our professionals, Rocaton is aligned with its clients and anchored by broad, active employee ownership, low professional turnover and a singular focus on open-architecture investment consulting to a select group of institutional clients.Rocaton is registered as an investment adviser with the U.S. Securities and Exchange Commission. For additional information please see our website www.rocaton.com.
  • location

    Headquarters:20 Glover Avenue , Norwalk, Connecticut, United States

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  • Rocaton Investment Advisors phone

    Phone Number: +1 203-621-1700

  • Rocaton Investment Advisors website

    Website: https://www.rocaton.com

  • Rocaton Investment Advisors employees

    Employees:53

  • Rocaton Investment Advisors revenue

    Revenue:$1 - 10M

  • Rocaton Investment Advisors legal name

    Legal Name:Rocaton Investment Advisors

  • Rocaton Investment Advisors's Social Media

    Rocaton Investment Advisors linkedin
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  • |  NAICS Code: 523920  |

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Founder, Partner, Head Of Equity Research for Rocaton Investment Advisors

Julie Moore

Founder, Partner, Head Of Equity Research

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View Employees

Julie Moore

Founder, Partner, Head Of Equity Research

Matthew Maleri

Partner

Joe Nankof

Partner

Michael Mcgowan

Director

Scott Gerber

Director, Defined Contribution Research

Frequently Asked Questions regarding Rocaton Investment Advisors

  • Where are Rocaton Investment Advisors's Headquarters?

    Rocaton Investment Advisors's Headquarters are in 20 Glover Avenue ,Norwalk,Connecticut,United States

  • What is Rocaton Investment Advisors's phone number?

    Rocaton Investment Advisors's phone number is +1 203-621-1700

  • What is Rocaton Investment Advisors's official website?

    Rocaton Investment Advisors's official website is https://www.rocaton.com

  • What is Rocaton Investment Advisors's Revenue?

    Rocaton Investment Advisors's revenue is $1 - 10M

  • What is Rocaton Investment Advisors's NAICS code?

    Rocaton Investment Advisors's NAICS code is 523920

  • How many employees are working in Rocaton Investment Advisors

    Rocaton Investment Advisors has 53 employees

  • What is Rocaton Investment Advisors's Industry?

    Rocaton Investment Advisors is in the industry of Financial Services

  • Who is Rocaton Investment Advisors's Founder, Partner, Head Of Equity Research?

    Rocaton Investment Advisors's Founder, Partner, Head Of Equity Research is Julie Moore

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