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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-12-2013
- Office Locations
- 3
Office Locations
About RGA Investment Advisors, LLC
RGA Investment Advisors is an RIA serving a select group of individuals and families seeking high-touch, integrity-first guidance. The team builds portfolios from the ground up—stress-tested and fundamentally researched—typically implemented with ETFs and investment-grade credit. Services include investment management plus financial, estate, and tax planning. Led by managing partners with backgrounds including General Atlantic and CFA/CPA credentials.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JASON MATTHEW GILBERT
Advisor, Chief Compliance Officer, Managing Partner
- CRD
- #5644266
- Ownership
- 50% but less than 75%
ELLIOT J TURNER
Managing Director, Managing Partner
- CRD
- #5593722
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,088,230 | $357,202 |
| Non-Discretionary | $0 | -- |
| Total | $101,088,230 | $357,202 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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