RGA Investment Advisors

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185 Great Neck Rd Fl 3
Great Neck, NY 11021

RGA Investment Advisors is a financial advisory firm based in Great Neck, NY, specializing in building long-term portfolios through deeply researched investments. They focus on companies that prioritize their shareholders, employees, and customers as stakeholders, aiming to provide their clients with a sense of pride in ownership.

The firm operates with a 3 to 5 year investment timeframe, targeting companies with a history of profitability and a commitment to doing things right. With a moderately concentrated portfolio, RGAIA aims to hold positions as long as possible, taking advantage of longer holding periods for tax benefits and minimizing transaction fees.

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Reviews

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5.04 reviews
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Greg O.
11/27/2018

Great guys who take the time to explain what they're doing. And excellent returns, even in volatile markets.

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Steven T.
4/26/2013

Jason and Elliot are so easy to work with. Love the transparency of the company and the communications with clients. They're very helpful with setting up accounts and any questions you have....

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Devorah T.
4/26/2013

I'm a novice who was never satisfied investing with account executives at brokerage firms. One day I sat down with Elliot and Jason of RGA and they explained what they do in terms I understood...

Cassandra S.
6/2/2009

RGA Investment Advisors has provided me with absolutely invaluable guidance for years. Since their interests are aligned with mine (they don't charge commissions), they have been able to give me...

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