Living Our Values
Our values support our mission to deliver trusted advice that improves lives.
Our values support our mission to deliver trusted advice that improves lives.
Hundreds of private and public employers, public sector organizations and multiemployer benefit funds place their trust in us to recommend investment solutions that consider their unique priorities, perspectives and needs — and strengthen benefits for their people.
We believe that bringing a range of professional and educational experiences to our consulting work enables us to deliver the best possible advice to each client.
We build lasting relationships with our clients — and each other — by living our values:
Significantly, our mission and values emerged directly from our organizational roots: from our clients and the work we do for them. Part of the origin story of Segal is our founder, Martin E. Segal, camping out at the docks in New York City to meet workers as they left their shifts to sign them up for health benefits. These workers and their families were perceived as too high risk to insure and, as a result, were asked to pay disproportionately high premiums or were denied insurance altogether. By working with both labor and management, our founder created ways to bring affordable, high-quality health benefits to these workers and their families.
As an employee-owned company, we are free from ties to other organizations that might otherwise influence our consulting recommendations. We bring a fresh perspective to each consulting assignment and draw on the talents of many colleagues to deliver the best possible advice.
Our investment consulting team has access to up-to-date proprietary analyses prepared by our in-house research team with deep subject matter expertise.
We have a formal policy for quality control, as well as established quality control principles and processes to ensure accurate and high-quality deliverables for our clients. We conduct quarterly business process reviews to ensure we are adhering to our policy and principles.
The longstanding relationships we have with many clients is an indicator of their satisfaction with the quality of our consulting advice.
To protect the propriety and confidentiality of data clients share with us, we have strong cybersecurity practices that include mandatory annual training for all colleagues.
We’re proud to be seven-time recipients of a Greenwich Quality Leader award for Overall U.S. Investment Consulting in the Large Consultants category by Crisil Coalition Greenwich, a leading global provider of data, analytics and insights to the financial services, most recently in 2025. The Greenwich Quality Leader Award was awarded to Segal Marco Advisors by Greenwich Associates (an unaffiliated entity) on April 23, 2024, and is based on Segal Marco’s investment advisory services from February 2023 through November 2023. We’re also proud about having received a perfect score in 2024 on the North America Building Trades Union (NABTU) Investment Consultant Report Card.
Ensuring high-quality work is one of the criteria we consider when deciding to recognize colleagues with Segal Star Award for going above and beyond their roles.
We’ve been monitoring the sustainability aspect of investing for years.
We survey investment managers about their internal sustainability policies and practices.
See the Survey >We educate clients on sustainability through our thought leadership.
Additionally, we believe in managing our firm in a sustainable way.
Read about sustainable investing and business practices at Segal Marco and our corporate governance services for clients.
At Segal, we have a “one company” philosophy.
That means we draw from talent across the company to create the consulting teams that advise clients. It also means our consulting teams — advisory investment consulting, defined contribution investment consulting, discretionary investment management and financial intermediary consulting — share ideas.
Collaboration is also key to how our business operations teams interact with one another as one company.
Companywide collaboration is another criterion for the Segal Star Award.
We foster an inclusive workplace where we respect each other’s perspectives and where everyone is treated fairly and can thrive so we can better serve clients. One way we reinforce our commitment to providing a collegial community is our companywide Candid Conversation where all employees can learn from each other’s experiences, perspectives and opinions. This one-hour virtual conversation takes place every Friday, during the workday. Our business resource groups (BRGs), which are formed by employees, for all employees, organize events and other forms of education that encourage respect for our differences.
Any two or more employees can work together to propose a new BRG to advance our business and align with our mission, vision, values, policies and practices. Our BRGs focus on leadership development, networking and building community.
Every colleague is welcome to fully participate in every BRG. We are proud that all parts of our population attend these programs and events.
Learn about community involvement.
We prioritize continuous learning because we recognize that staying current with changes in technology, laws and regulations and industries is essential to advising our clients and sparking innovation.
Throughout the year, our subject matter experts conduct numerous training courses for colleagues.
We require all colleagues to take annual companywide training, including on cybersecurity awareness and best practices.
We offer training in business skills and on our technology.
Additionally, we have a formal management development program and a professional development program called Knowledge Empowers You (KEY) that’s focused on the investment industry.
We aim to attract a broad array of qualified candidates. Our candidate sourcing efforts include professional organizations and our campus recruiting effort has been growing. In 2024, we participated in recruiting events and meetings at 30 colleges and universities.
Our paid internship program gives undergraduate and graduate students meaningful business experience — and provides us with a strong talent pipeline. We encourage all Segal Marco teams to consider hiring interns. The number of full-time hires from our Internship Program continues to increase.
We strive to give all employees opportunities to advance by offering career development tools and processes so each person is inspired to reach their full potential.
Learn more about specific career development programs on our careers page.
Check out Your Career at Segal Marco and our job openings on LinkedIn.
Don't miss out. Join 16,000 others who already get the latest insights from Segal and Segal Marco Advisors.
