Archived Insight | December 5, 2018
As a financial intermediary, your professional success lies with providing your clientele with the best research and advice to make their financial dreams a reality. And whether you’re an investment officer at a big bank or an independent advisor at an RIA, having research and expertise from a partner with a proven track record of success helps you meet your client and practice needs more effectively.
For decades, we’ve provided financial intermediary consulting to a wide variety of intermediaries, giving them access to our due diligence insights, a proprietary investment manager database, cutting-edge research and the customized, client-ready content they need for their business to flourish.
Our investment professionals know firsthand that every client presents a unique set of challenges and demands to their advisor. That’s why we offer financial intermediaries a suite of services as flexible and comprehensive as the modern market demands. These include:
Segal Marco Advisors provides consulting advice on asset allocation, investment strategy, manager searches, performance measurement and related issues. The information and opinions herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Segal Marco Advisors’ R2 Blog and the data and analysis herein is intended for general education only and not as investment advice. It is not intended for use as a basis for investment decisions, nor should it be construed as advice designed to meet the needs of any particular investor. Please contact Segal Marco Advisors or another qualified investment professional for advice regarding the evaluation of any specific information, opinion, advice, or other content. Of course, on all matters involving legal interpretations and regulatory issues, investors should consult legal counsel.
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