RESTON, Va., July 12, 2016 /PRNewswire/ -- Independent wealth specialist firm PagnatoKarp announces a partnership with investment advisory consulting group, Rocaton Investment Advisors. Through the new alliance, PagnatoKarp clients are provided the opportunity to invest, at times with reduced minimums, alongside sophisticated investment strategies traditionally available only to institutional investors.
"We believe Rocaton is a highly regarded, experienced institutional consultant that shares the principles our firm holds in seeking to fulfill their fiduciary duty to clients," said Paul Pagnato, founding partner, PagnatoKarp. "This partnership will enrich the market insight our Investment Committee delivers as well as provide our clients opportunities they otherwise would not have."
In addition to receiving an enhanced capital markets outlook supported by Rocaton's extensive research and evaluation process, PagnatoKarp's ultra high net worth clients can also access a wider selection of private investments and alternative asset classes, sophisticated equity and fixed income investment strategies and targeted separately managed accounts, SMAs.
"We are proud to partner with Paul, David and the entire team at PagnatoKarp," said Robin Pellish, CEO, Rocaton. "PagnatoKarp's dedication to serving their clients as a true fiduciary aligns squarely with our founding principles. We are confident that our collective experience and focus on asset allocation, manager due diligence and capital markets research across virtually all private and public markets will enhance the Investment Committee's insights and deliver high quality strategies to the firm's clients."
Founded by Paul A. Pagnato, a Barron's Top 100 Financial Advisor (2013-2016) and David W. Karp, PagnatoKarp is an independent wealth protection specialist and family wealth advisor. PagnatoKarp specializes in ultra-high-net-worth individuals, families and entrepreneurs. The firm represents $2.5 billion in assets under advisement, and its family office supports all aspects of sudden wealth events so their clients can confidently get on with their life's pursuits as PagnatoKarp seeks to preserve and protect their wealth. PagnatoKarp strives to adhere to the True Fiduciary™ standard it designed to assure it is always seeking to act in clients best interests.
About Rocaton Investment Advisors, LLC
Rocaton provides independent investment consulting services to institutional investors including pension plan sponsors, financial intermediaries, healthcare and insurance companies, endowments and foundations and private wealth clients. Rocaton is a 100% employee-owned firm that operates from a single primary office in Norwalk, CT. Rocaton's current clients had approximately $425 billion in assets as of September 30, 2015.
Media Contact: Kim Boeckenstedt Kimberly Communications C: 319-389-6953 [email protected]