News and Press | April 26, 2024
Segal Marco Advisors Receives the Greenwich Quality Leader Designation for the Fifth Time
Segal Marco Advisors, one of the largest U.S.-based investment consultancies, has received a 2023 Greenwich Quality Leader award for Overall U.S. Investment Consulting in the Large Consultants category by Coalition Greenwich, a leading global provider of data, analytics and insights to the financial services industry. This is the fifth time that Segal Marco has been given this honor, a direct reflection of the company’s dedication to outstanding client satisfaction.
“We are truly honored to once again be recognized by our clients for our commitment to excellence,” said John DeMairo, President and CEO of Segal Marco Advisors. “Our dedication to providing exceptional client service is at the core of what we do, and we appreciate this acknowledgement.”
Coalition Greenwich conducted interviews with 708 senior professionals at 575 of the largest tax-exempt funds in the United States, including Taft-Hartley funds, public funds, endowments and foundations, insurance general accounts, and healthcare organizations. The respondents evaluated their asset management and investment consulting providers on a series of key metrics, including investment counseling, client servicing and manager selection.
About the Greenwich Award
The Greenwich Quality Leader Award was awarded to Segal Marco Advisors by Coalition Greenwich (an unaffiliated entity) on April 23, 2024, and is based on Segal Marco’s investment advisory services from February 2023 through November 2023.
About Segal Marco Advisors
Segal Marco Advisors, a member of the Segal family of companies, delivers trusted advice that improves lives. Segal Marco delivers innovative, client-driven investment consulting advice, outsourcing solutions, proxy voting and corporate governance services. Clients include joint boards of trustees administering benefit plans under the Taft-Hartley Act, state and local governments, corporations, non-profit organizations, endowments and foundations. The firm works with financial services firms through Rogerscasey, a Division of Segal Advisors, and with Canadian clients through Segal Marco Advisors Canada.
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