Business Details
14 Years
experience
Your Trusted Partner for Financial Planning Solutions
RGA Investment Advisors is a fiduciary-driven firm dedicated to delivering personalized wealth management solutions. Founded in 2012, we combine rigorous research with a long-term investment philosophy to serve high-net-worth individuals and families. Our team of seasoned professionals brings decades of collective experience in portfolio management, financial planning, and investment research. We operate under a fee-only structure, ensuring complete transparency and alignment with client interests. Our approach emphasizes concentrated portfolios, strategic diversification, and tax-efficient strategies tailored to individual client needs. As Registered Investment Advisors with the SEC, we uphold the highest standards of ethical conduct and professional integrity.Our commitment to continuous innovation in investment strategy is reflected in our quarterly commentary and thought leadership. We maintain custody of client assets through TD Ameritrade Institutional, ensuring complete transparency and security. Our collaborative team environment fosters dynamic idea generation while maintaining strict adherence to fiduciary principles. With offices in Great Neck, New York, we serve clients nationwide through a combination of in-person and digital communication channels. Our track record of consistent performance is built on fundamental analysis and disciplined risk management. We maintain active engagement with clients through regular portfolio reviews and educational resources.
Services
Portfolio Management
Financial Planning
Investment Research
Wealth Management
Family Office Services
Details
- Year established: 2012
Highlights and features
- We operate under a fiduciary duty bound by law to act in clients' best interests
- Our fee-only structure ensures complete transparency with no hidden costs
- All investment research is conducted in-house by experienced professionals
- We maintain low portfolio turnover for tax efficiency and long-term growth
- Our partners personally invest using the same strategies as client portfolios
Associations and certifications
- Registered Investment Advisor (RIA)
What people say
Personalized investment strategies
Transparent fee structure
Accessible advisors
Fiduciary commitment
Expertise in value investing
Services
Portfolio Management
Our portfolio management service constructs customized investment strategies based on individual client goals and risk tolerance. We implement a disciplined GARP (Growth at a Reasonable Price) framework focusing on competitively advantaged businesses. Our approach emphasizes concentrated positions with average allocations of 3% per holding, while maintaining strategic diversification across asset classes and geographies.
Financial Planning
We provide comprehensive financial planning services addressing estate planning, tax optimization, and intergenerational wealth transfer. Our approach integrates investment management with personalized financial strategies to help clients achieve long-term objectives. We emphasize transparent communication and regular portfolio reviews to ensure alignment with evolving client needs.
Investment Research
Our in-house investment research team conducts fundamental analysis of potential investments using a multi-metric framework. We focus on identifying durable businesses with long-term growth potential, performing rigorous due diligence on financial statements, competitive positioning, and management quality to inform investment decisions.
Family Office Services
We offer specialized family office services addressing complex wealth management needs. Our services include customized investment strategies, estate planning coordination, and intergenerational wealth transfer planning. We provide consolidated reporting and personalized communication to help families navigate their complete financial picture.
Digital Asset Management
Our digital asset management platform provides secure online access to portfolio information through TD Ameritrade Institutional. Clients receive real-time visibility into their investments with comprehensive reporting tools and digital communication channels for seamless interaction with our team.
People
Jason Gilbert
Managing Partner, President
CPA with over 15 years of experience in investment management, previously at General Atlantic and Berkery Noyes. Holds PFS and CFF designations. Specializes in portfolio strategy and financial analysis.
Elliot Turner
Managing Partner, CIO
CFA charterholder with extensive background in value investing and portfolio management. Former Principal at AustinWeston Asset Management. Expertise in market analysis and investment strategy development.
Ryan King
Senior Investment Advisor
Senior Investment Advisor with experience in real estate investment and corporate finance. Former Investment Banking Analyst at Harris Williams & Co. Focuses on market research and portfolio analysis.
Bill Brewster
Wealth Manager
Wealth Manager with expertise in estate planning and family budgeting. Former credit analyst at BMO Harris Bank. Specializes in personalized financial planning and client relationship management.
Candice Dickerson
Executive Assistant
Executive Assistant with 15+ years of business administration experience. Masters in Human Resources Development. Manages operational workflows and executive support functions for leadership team.
Questions
What does it mean to be a fiduciary financial advisor?
As fiduciaries, we are legally obligated to act solely in our clients' best interests. This means we avoid conflicts of interest and prioritize client needs in all investment decisions.
How is RGA compensated for its services?
We are a fee-only advisor, charging a fixed percentage of assets under management. We receive no commissions or referral fees, ensuring complete transparency in our compensation structure.
Where are client assets held?
All client assets are custodied at TD Ameritrade Institutional. We never take possession of client funds, maintaining complete transparency and security through third-party custody.
What investment philosophy does RGA follow?
We follow a disciplined GARP (Growth at a Reasonable Price) framework, focusing on competitively advantaged businesses with long-term growth potential and attractive valuations relative to future earnings prospects.
How often do you communicate with clients?
We maintain regular communication through quarterly portfolio reviews, monthly market updates, and immediate access to advisors for any specific questions or concerns clients may have.
What sets RGA apart from other investment firms?
Our combination of fiduciary commitment, fee-only structure, in-house research, and personalized approach creates a unique client experience focused entirely on long-term client success.
