Rocaton Investment Advisors

Rocaton, like you, has a passion to deliver results, 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 $430 billion in assets and providing a full suite of services to a select group of retainer clients. Our 61 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 research traditional and alternative investments in virtually all public and private asset classes, and our services can be implemented along the continuum from non-discretionary advisory to full outsourced discretionary management.

Rocaton's clients include some of the most prominent and sophisticated investors in the US and span corporate and public defined benefit and defined contribution plan sponsors, healthcare organizations and insurance companies, endowments, foundations and trusts, financial intermediaries, and private wealth investors.

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 go to our website

Specialties : 




Employee Count Range: 


Company type: 

Privately Held

Founded year: 


Share this page