Insights

Trusted Institutional Advisor Rocaton is a leading institutional investment consulting firm with expertise in advising on over $600 billion in assets, catering to prominent investors and a diverse client base including retirement plans, healthcare, insurance companies, endowments, and foundations. This breadth of experience and industry recognition can be leveraged to attract new institutional clients seeking comprehensive investment consulting services.

Diverse Investment Services Rocaton offers a comprehensive suite of services covering traditional and alternative investments across public and private asset classes, with offerings that span from advisory services to fully outsourced discretionary management. This diverse range of services provides a competitive edge in attracting clients looking for tailored and sophisticated investment solutions.

Fiduciary Duty Expertise With a dedicated focus on fulfilling fiduciary duties and providing bespoke solutions for investment portfolios and retirement plans, Rocaton's expertise in ensuring compliance and meeting fiduciary responsibilities can be positioned as a key selling point when engaging with clients who prioritize transparency, risk management, and regulatory adherence.

Technology Integration Rocaton leverages a robust tech stack including SiteCatalyst, Java, and PHP, showcasing a commitment to leveraging technology for data analytics, client reporting, and investment modeling. This emphasis on technology integration can appeal to prospective clients seeking data-driven insights, digital solutions, and innovative tools in their investment consulting partnerships.

Industry Recognition & Compliance As a registered investment adviser with the U.S. Securities and Exchange Commission and a well-regarded player in the institutional investment consulting industry, Rocaton's reputation for transparency, compliance, and ethical standards positions the firm as a trusted partner for clients seeking reputable and compliant advisory services.

Similar companies to Rocaton Investment Advisors

Rocaton Investment Advisors Tech Stack

Rocaton Investment Advisors uses 8 technology products and services including SiteCatalyst, Moment.js, OWL Carousel, and more. Explore Rocaton Investment Advisors's tech stack below.

  • SiteCatalyst
    Analytics
  • Moment.js
    Javascript Libraries
  • OWL Carousel
    Javascript Libraries
  • SWFObject
    Miscellaneous
  • PHP
    Programming Languages
  • Java
    Programming Languages
  • Yoast SEO
    Search Engines
  • MediaElement.js
    Video Players

Media & News

Rocaton Investment Advisors's Email Address Formats

Rocaton Investment Advisors uses at least 1 format(s):
Rocaton Investment Advisors Email FormatsExamplePercentage
Last@rocaton.comDoe@rocaton.com
74%
First.Last@rocaton.comJohn.Doe@rocaton.com
17%
FLast@rocaton.comJDoe@rocaton.com
7%
First@rocaton.comJohn@rocaton.com
2%

Frequently Asked Questions

Where is Rocaton Investment Advisors's headquarters located?

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Rocaton Investment Advisors's main headquarters is located at 20 Glover Avenue Norwalk, CT 06850 US. The company has employees across 2 continents, including North AmericaEurope.

What is Rocaton Investment Advisors's phone number?

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You can contact Rocaton Investment Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Rocaton Investment Advisors's stock symbol?

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Rocaton Investment Advisors is a publicly traded company; the company's stock symbol is N/A.

What is Rocaton Investment Advisors's official website and social media links?

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Rocaton Investment Advisors's official website is rocaton.com and has social profiles on LinkedIn.

How much revenue does Rocaton Investment Advisors generate?

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As of May 2020, Rocaton Investment Advisors's annual revenue reached $15M.

What is Rocaton Investment Advisors's NAICS code?

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Rocaton Investment Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Rocaton Investment Advisors have currently?

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As of May 2020, Rocaton Investment Advisors has approximately 51 employees across 2 continents, including North AmericaEurope. Key team members include Chief Operating Officer: A. C.Chief Compliance Officer: L. M.Partner: C. L.. Explore Rocaton Investment Advisors's employee directory with LeadIQ.

What industry does Rocaton Investment Advisors belong to?

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Rocaton Investment Advisors operates in the Financial Services industry.

What technology does Rocaton Investment Advisors use?

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Rocaton Investment Advisors's tech stack includes SiteCatalystMoment.jsOWL CarouselSWFObjectPHPJavaYoast SEOMediaElement.js.

What is Rocaton Investment Advisors's email format?

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Rocaton Investment Advisors's email format typically follows the pattern of . Find more Rocaton Investment Advisors email formats with LeadIQ.

When was Rocaton Investment Advisors founded?

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Rocaton Investment Advisors was founded in 2002.
Rocaton Investment Advisors

Rocaton Investment Advisors

Financial ServicesConnecticut, United States51-200 Employees

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.

Section iconCompany Overview

Headquarters
20 Glover Avenue Norwalk, CT 06850 US
Phone number
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
2002
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $10M$50M

    Rocaton Investment Advisors's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    Rocaton Investment Advisors's revenue is in the range of $10M$50M

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