Our Company

We are a full-service investment advisory firm dedicated to providing our clients with professional, personalized services and guidance. RGA Investment Advisors has been providing quality, personalized fee-based investment guidance to local individuals and businesses since 2006.

Investment Philosophy

RGA Investment Advisors seeks to offer objective solutions based on thoughtful and proven expertise. We work with our clients to identify long-term goals and risk tolerance to develop customized portfolios. We continually monitor each client's portfolio and implement tactical adjustments based on our market outlook. We emphasize risk controls through diversification and strive to offer superior performance in our client accounts, while always adhering to our philosophy of Integrity First.

We assert that there are three factors that determine long-term portfolio performance:

  1. The long-term asset allocation between equities, fixed income, real assets and commodities.
  2. The funds and/or vehicles selected to represent the various asset classes.
  3. The total cost incurred to manage the portfolio.

 
 
Latest News

1.9.09: RGA Investment Advisory Services mails its January 2009 newsletter. Read it here. Please subscribe to our newsletter to receive future mailings.

12.15.08: Jason Gilbert awarded with PFS designation for his expertise in personal finance.

RGA Investment Advisors
192 Lexington Avenue, Suite 204
New York, NY 10016
ph: 646.633.4540
fax: 646.607.3873
info@rgaia.com