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Investment Consulting Tailored for the Investor

Client-focused solutions. Research driven. Independent. 100% employee owned.

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Independent advice you can count on

Investing well isn't easy, but your assets can benefit from the right expertise. Our professionals will help you craft a comprehensive strategy or review and tweak your existing one, and then execute it to help meet your goals. Because we’re an independent, employee-owned firm, our professionals provide bias-free advice and guidance.

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Research to help you make informed decisions

Find clarity in today’s markets with our proprietary research. You’ll have access to thought leadership and analysis that helps you translate your knowledge into better decisions.

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A team that knows who you are

We get that we can't discuss investment goals without understanding who you are. Our diverse and deep bench of talent ensures that you'll always work with someone with a proven track record of success in your industry. From unions and non-profits to Fortune 500 companies, we've got your covered.

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Investment consulting services with a proven track record

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Billion assets under management

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Multiemployer investment consultant

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Greenwich Quality Leader

Who We Are

Segal Marco Advisors is one of the largest U.S.-based investment consultancies, with combined advisory assets exceeding $500 billion. Our expertise, research and technology help clients achieve their investment objectives. Our senior professionals average more than 20 years of experience, and have invested through all types of market conditions.

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