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Segal Marco Advisors — 50 Years of Success
Fifty years ago, we were incorporated as an investment consulting business. This anniversary has given us a chance to look back at 1969 and consider the journey that we’ve taken with our clients since then.
Global Investment Solutions
Segal Marco Advisors helps plan sponsors design innovative, successful investment programs and fulfill their fiduciary responsibilities.
Qualified opportunity zone funds explained
What are they? Who do they benefit?
Segal Marco is a leading, independent investment solutions firm serving over 600 clients with combined advisory assets exceeding $500 billion. Our expertise, research and technology help clients build a sound investment program that will give their plan participants dignity and comfort in retirement.