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Rocaton Investment Advisors - a full service, employee-owned investment advisory firm

Rocaton Investment Advisors is a full service, employee-owned investment advisory firm that was founded in 2002. Using a consultative approach, we partner with a select group of institutional and private wealth clients that currently have approximately $440 billion in total assets. More. Getting to Know Rocaton. Discretionary Solutions: Evolutionary, Not Revolutionary. Bulk Terminated Vested Lump Sum Offerings Download PDF. Incorporating Alternatives in an LDI Growth Portfolio.

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Rocaton Investment Advisors - a full service, employee-owned investment advisory firm | rocaton.com Reviews

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Rocaton Investment Advisors is a full service, employee-owned investment advisory firm that was founded in 2002. Using a consultative approach, we partner with a select group of institutional and private wealth clients that currently have approximately $440 billion in total assets. More. Getting to Know Rocaton. Discretionary Solutions: Evolutionary, Not Revolutionary. Bulk Terminated Vested Lump Sum Offerings Download PDF. Incorporating Alternatives in an LDI Growth Portfolio.

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2 about us

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4 research

5 services

6 a different kind

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Rocaton Investment Advisors - a full service, employee-owned investment advisory firm | rocaton.com Reviews

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Rocaton Investment Advisors is a full service, employee-owned investment advisory firm that was founded in 2002. Using a consultative approach, we partner with a select group of institutional and private wealth clients that currently have approximately $440 billion in total assets. More. Getting to Know Rocaton. Discretionary Solutions: Evolutionary, Not Revolutionary. Bulk Terminated Vested Lump Sum Offerings Download PDF. Incorporating Alternatives in an LDI Growth Portfolio.

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rocaton.com

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Rocaton Investment Advisors - Clients / Insurance Companies

http://www.rocaton.com/pages/74/Clients/87/Insurance_Companies

Proactive, Objective Investment Consulting. Rocaton’s objective is to help our clients achieve long-term success through:. Understand each client’s objectives relative to their specific insurance business and develop investment strategy based on return objectives and risk constraints. Analyze the existing investment portfolio and optimize investment structure relative to existing and pro forma asset allocation framework. To learn more about our services,. Please contact: John Hartman.

2

Rocaton Investment Advisors - Services / Financial Intermediary

http://www.rocaton.com/pages/76/Services/96/Financial_Intermediary

Proactive, Objective Investment Consulting. Rocaton has partnered with financial intermediaries since the firm’s inception in 2002. We have extensive experience developing model asset allocation portfolios and constructing investment programs, as well as recommending mutual funds, separate accounts managers and sub-advisors for distribution to the retail, high net worth, and institutional channels. The services we provide to our financial intermediary clients typically include:.

3

Rocaton Investment Advisors - Services / Private Wealth

http://www.rocaton.com/pages/76/Services/99/Private_Wealth

Proactive, Objective Investment Consulting. 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. Please contact: John Hartman.

4

Rocaton Investment Advisors - Services / Discretionary Services (Outsourcing)

http://www.rocaton.com/pages/76/Services/6877/Discretionary_Services_(Outsourcing)

Proactive, Objective Investment Consulting. 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. Portfolio monitoring and reporting. To learn more about our discretionary services, please contact:.

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Rocaton Investment Advisors - About Us / Careers

http://www.rocaton.com/pages/73/About_Us/77/Careers

Proactive, Objective Investment Consulting. Rocaton is currently accepting resumés for the following positions:. Defined Contribution Research Specialist. Managing Director, New Business Development. The ability to learn about all asset classes from fixed income to alternative investments. Working directly with clients, senior consultants and research staff; this includes meeting with some of the industry’s most prominent investment managers. Defined Contribution Research Specialist. Rocaton Investment A...

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Rocaton Investment Advisors - a full service, employee-owned investment advisory firm

Rocaton Investment Advisors is a full service, employee-owned investment advisory firm that was founded in 2002. Using a consultative approach, we partner with a select group of institutional and private wealth clients that currently have approximately $440 billion in total assets. More. Getting to Know Rocaton. Discretionary Solutions: Evolutionary, Not Revolutionary. Bulk Terminated Vested Lump Sum Offerings Download PDF. Incorporating Alternatives in an LDI Growth Portfolio.

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