Independent wealth specialist firm PagnatoKarp has partnered with Rocaton Investment Advisors to enable its clients to invest alongside sophisticated investment strategies, which are traditionally available only to institutional investors.
As per the agreement, PagnatoKarp’s clients will receive enhanced capital markets outlook supported by Rocaton's research and evaluation process.
Ultra high net worth clients of PagnatoKarp will also get access a wider selection of private investments and alternative asset classes, sophisticated equity and fixed income investment strategies and targeted separately managed accounts, SMAs.
Commenting on the partnership, PagnatoKarp founding partner Paul Pagnato said: "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. This partnership will enrich the market insight our Investment Committee delivers as well as provide our clients opportunities they otherwise would not have."
Rocaton CEO Robin Pellish added: "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."
PagnatoKarp, founded by Paul Pagnato and David Karp, serves ultra-high-net-worth individuals, families and entrepreneurs.
Rocaton, an entirely employee-owned firm, offers independent investment consulting services to institutional investors such as pension plan sponsors, financial intermediaries, healthcare and insurance companies, endowments and foundations as well as private wealth clients. The company operates from a single primary office in Norwalk, Connecticut.