The global investment landscape grows more and more complex every day. Investors need the guidance of an experienced consultant with proprietary research and cutting-edge tools to produce optimal results.
Completely independent and employee owned, Segal Marco is one of the nation’s leading investment consulting firms.
We have 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.
At Segal, diversity lies at the core of our mission to provide trusted advice that improves lives. For us, championing diversity is more than the right thing to do; we recognize that a diverse and inclusive workforce is more resilient and innovative.
Most important, it allows us to bring our best advice to clients every day. To enhance our existing programs and activities to nurture an inclusive workplace, we have a company-wide D&I initiative.
Our employees participate through mentoring and internship programs, regular training, and collaboration through business resource groups, such as our Women’s Leadership Council.
Segal Marco has undertaken a number of initiatives recently related to ESG and corporate sustainability. They include publishing a corporate sustainability report and a survey of the ESG practices of the investment management firms with which we work. Segal Marco has assembled a Working Group Committee for Diversity Investing, with the goal of increasing the allocation of Emerging/Diverse managers across client portfolios.
Our senior leaders work across the country, delivering via a range of consulting teams, investment professionals and support staff.
Get to know our senior leadership. Then, get in touch.See Our Leadership
We have more than 20 offices, spanning the U.S. Find us on the coasts and in Atlanta, Chicago, Cleveland and Denver.
We also have an office in Toronto, Canada and Dublin, Ireland.See Locations
In the 1960s, Segal began evaluating investment performance for sponsors of retirement plans, expanding its work throughout the decade.
As the decade ended, Segal Advisors, Inc., the Securities and Exchange Commission-registered entity, was created and incorporated in New York State to provide investment consulting services.
Like the other member firms of The Segal Group, the company was (and remains) independent and employee-owned.
Segal Advisors continued to expand and develop over the 1970s, ‘80s and ‘90s. But after the turn of the millennium, the firms accelerated their growth in investment consulting services.
In 2006 the firm acquired Irwin Tepper Associates, Inc., an asset liability analysis consulting firm, and in 2012 we acquired Rogerscasey, a global investment solutions firm, further expanding our research capabilities to serve clients.
In 2017 the firm acquired Marco Consulting Group, a top investment consulting firm to Taft-Hartley plans.
Alongside our acquisitions, we continued to refine and improve what we offered to the investment landscape.
In 2013, the firm became a founding member of the Global Investment Research Alliance (GIRA), which shares research on investment managers and macroeconomics among member firms around the world.
In both 2019 and 2020 we were designated a Greenwich Quality Leader among large U.S. investment consultants.
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