RGA Investment Advisors, LLC

RGA Investment Advisors LLC provides investment advisory and financial planning services to individuals (including high net worth clients), trusts, estates, and certain businesses, and also serves as portfolio manager to privately offered pooled investment vehicles. The firm offers discretionary portfolio management for individual accounts and separate engagements for financial planning, in addition to private fund advisory services for pooled Funds.

RGAIA’s investment process combines fundamental, technical, and cyclical analysis with a generally long‑term orientation, constructing portfolios from individual equities, low‑cost mutual funds and ETFs, bonds, and, where appropriate, affiliated private placements. When managing pooled vehicles, the Advisor follows each Fund’s offering documents and may implement side‑letter arrangements, capital call mechanics, and other private‑fund conventions typical of 3(c)(1)/Regulation D offerings.

What is distinctive is that RGAIA acts both as a wealth manager and as a private fund sponsor/adviser — an uncommon arrangement for firms of this size — and an affiliate acting as general partner is entitled to performance‑based compensation (carried interest), which the firm discloses and seeks to mitigate (for example, by not charging separate wealth‑management AUM fees on assets invested in those Funds). The firm has also adopted custody‑related controls for its pooled vehicles, including engaging an independent accounting firm to conduct an annual surprise examination, a governance feature that is not typical among peer firms.