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Celebrating Our Anniversary

Celebrating Our Anniversary

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.

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Global Investment Solutions
Segal Marco Advisors helps plan sponsors design innovative, successful investment programs and fulfill their fiduciary responsibilities.

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R2 Blog

R<sup>2</sup> Blog

Qualified opportunity zone funds explained
What are they? Who do they benefit?

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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.