Rocaton, like you, has a passion to deliver performance and excellent service, with a focus on the critical items for success. Rocaton Investment Advisors is a leading institutional investment consulting firm advising on over $600 billion in assets and providing a comprehensive suite of services to a select group of clients. Our 65 professionals collaborate with our clients across North America from our Norwalk, Connecticut office to provide a truly connected partnership. As a trusted advisor 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 investors in the US and span retirement plans, healthcare and insurance companies, endowments, foundations, 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, Rocaton is built on the broad and deep collective knowledge of our professionals, an unwavering belief in open-architecture and a singular focus on the highest level of fiduciary client service. 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.
View Top Employees from Rocaton Investment AdvisorsWebsite | http://www.rocaton.com |
Revenue | $33 million |
Employees | 14 (14 on RocketReach) |
Founded | 2002 |
Address | 20 Glover Avenue, Norwalk, Connecticut 06850, US |
Phone | (203) 621-1700 |
Technologies |
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Industry | Financial Services, Finance General, DB - Pension Risk Management, Finance, DC Advisory Services - Demographic Analysis, Proprietary Outcome, Alternative Investments, OCIO - Discretionary Management, A/L Modeling - Asset Allocation, CMA, Model Portfolios, Manager Due Diligence |
Competitors | Beacon Pointe Wealth Advisors, Canterbury Consulting, FEG Investment Advisors, LCG Associates, Inc., Salient Partners |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies |
Looking for a particular Rocaton Investment Advisors employee's phone or email?
The Rocaton Investment Advisors annual revenue was $33 million in 2024.
Christopher Cesare is the Partner of Rocaton Investment Advisors.
14 people are employed at Rocaton Investment Advisors.
Rocaton Investment Advisors is based in Norwalk, Connecticut.
The NAICS codes for Rocaton Investment Advisors are [5239, 52393, 523, 52].
The SIC codes for Rocaton Investment Advisors are [62, 628].