Great Neck, NY Office

RGA Investment Advisors LLC provides wealth management, discretionary portfolio management, and financial planning to individuals, high‑net‑worth clients, and businesses, and also acts as investment adviser to pooled investment vehicles. The firm manages taxable and retirement accounts and offers portfolio management services to both separate client accounts and private funds.

RGAIA’s investment process is primarily long‑term and employs fundamental, technical, and cyclical analysis to build portfolios of individual equities, low‑cost mutual funds and ETFs, bonds, and, at times, affiliated private placements. The advisor generally manages accounts on a discretionary basis, applies internal due diligence before selecting investments, and may access held‑away assets or third‑party platforms at a client’s direction.

Notably, RGAIA serves as sponsor and portfolio manager for private pooled funds and an affiliated general partner is entitled to performance‑based carried interest, a structure that the firm discloses and seeks to mitigate (for example, by not charging its separate wealth management fee on assets invested in a fund that also charges a management fee). The firm’s combination of a small advisory team with roughly $100 million in AUM plus active private fund sponsor/adviser responsibilities—and the recent engagement of an independent accounting firm to perform surprise examinations where custody is deemed to exist—distinguishes its operations from many peers.