RGA Investment Advisors LLC

Where Deep Research Meets Personalized Wealth Strategy

Financial services in Great Neck, NY (show on map)

We build portfolios from the ground up, one investment at a time, with deep research and personalized, high-touch guidance.

Call (516) 665-1945

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About

RGA Investment Advisors is a fiduciary, fee-only financial advisory firm that builds personalized investment portfolios through deep research and a high-touch approach. The firm emphasizes a value-oriented investment philosophy, rigorous analysis, and a commitment to long-term, stakeholder-focused business ownership.

Services include comprehensive wealth management, portfolio construction, and tailored financial planning for select high-net-worth individuals and families.

Fiduciary, fee-only advisory model

Deep, value-oriented research

High-touch, personalized client service

Commitment to stakeholder-focused business ownership

Services

Wealth Management

Personalized, high-touch wealth management with a focus on fiduciary duty and fee-only advisory.

Fiduciary standard Fee-only model Tailored investment strategies High-touch client communication

Investment Research

Robust, well-rounded analysis across multiple metrics to identify investment opportunities.

Multi-metric analysis Competitive advantage focus Margin of safety approach

Credentials & Certifications

CPA/PFS

CFA

Frequently Asked Questions

What does it mean to be a Fiduciary? +

As a fiduciary, RGA Investment Advisors is legally bound to act solely in the interests of our clients, prioritizing their best interests above all else.

What do Fee-only and RIA mean? +

Fee-only means RGA receives payment solely from client fees, without commissions. RIA (Registered Investment Advisor) indicates a fiduciary obligation to act in clients' best interests, regulated by the SEC.

Who custodies my assets when I am a client of RGA? +

All assets are custodied at TD Ameritrade Institutional, a third-party broker, ensuring client assets are held in the client's name with direct login access.

How does RGA get paid? +

RGA is a fee-only advisor compensated by a fixed percentage of assets under management, with no commissions or referral fees.

How accessible is my advisor at RGA? +

RGA prides itself on being readily available, allowing direct communication with the advisor making decisions on client accounts.

Does RGA perform its own research? +

Yes, all investment research is conducted in-house at RGA, ensuring robust, well-rounded analysis across multiple metrics.

How do I know my money will be safe? +

Investments are held with TD Ameritrade, a member of the SIPC, insured up to $500,000 per account, and owned by a AAA-rated bank, ensuring high safety standards.

Are RGA’s fees tax deductible? +

Investment fees are no longer deductible as miscellaneous deductions under IRS Publication 529 (effective December 2019).