Rocaton News

We are excited to announce that Rocaton Investment Advisors has entered into an agreement to be acquired by Goldman Sachs Asset Management (GSAM).  This will become effective in the first quarter of 2019.   The goal is to join forces and build out an industry-leading advisory platform, providing advice and a suite of services to the institutional investor, financial intermediary and retirement plan marketplace.

What does this mean for you?

While many details still remain unknown, we feel confident and excited about the new opportunities that this acquisition will bring to Lexington Wealth Management. Rocaton will retain its entire team in Norfolk CT., their name and will work with Goldman Sachs to enhance the advice and services they provide to firms like us. Rocaton remains committed to being an objective research partner for us and will continue to offer advisory services using an open architecture, independent approach.

Lexington Wealth Management believes this will allow us to continue to deliver the quality of research we have been providing while enhancing our services to broader more complex areas.

We will continue to monitor and evaluate this transaction and will update all of you if any further changes arise. Please do not hesitate to contact us if you have any questions or comments.


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