Founded in 2009 by Jason Gilbert and re-launched in 2012 with partner Elliot Turner, RGA Investment Advisors LLC is led by two Managing Partners with complementary expertise. Jason Gilbert, CPA/PFS, CFF, CGMA, serves as Managing Partner and President, bringing experience managing high net worth individuals since 2006 along with backgrounds in private equity, investment banking, and tax consulting. Elliot Turner, CFA, serves as Managing Partner and Chief Investment Officer, holding a Juris Doctor degree with expertise in equity trading and financial media. The firm has grown from $12 million in assets in 2013 to $107.3 million by June 2025, serving 298 client accounts exclusively in the United States. The team includes additional investment professionals Ryan King, Bill Brewster, Laura Kelly, and Candice Dickerson, providing comprehensive wealth management and analytical capabilities.

Read More

RGA Investment Advisors employs a Growth at Reasonable Price (GARP) strategy rooted in quality, durability, and thoughtful valuation focusing on competitively advantaged businesses with long-term tailwinds. The firm follows Benjamin Graham's principles, emphasizing investments with a margin of safety where fundamental value exceeds cost. They view financial markets as Complex Adaptive Systems rather than efficient markets, enabling them to exploit market inefficiencies through contrarian positioning. The firm invests with a 3-5 year timeframe in businesses that view shareholders, employees, and customers as shared stakeholders in long-term success. Their actively passive approach combines low turnover with fundamental analysis to minimize transaction costs while maintaining strategic active management. Portfolio construction targets 25-30 positions with moderate concentration, maintaining portfolio beta at or below 1.0 to manage volatility-induced behavioral risks.

Read More