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PagnatoKarp partners with Rocaton Investment Advisors

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Independent wealth specialist firm PagnatoKarp has partnered 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," says 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," says Robin Pellish, chief executive of 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."

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