News and Press | May 17, 2022
NEW YORK, May 2, 2022 – Segal Marco Advisors, one of the largest U.S.-based investment consultancies, has been designated as a 2021 Greenwich Quality Leader 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 fourth year in a row, and the fifth time in six years, that Segal Marco has received this distinction, reflecting its continued outstanding client satisfaction ratings in the annual survey.
“It’s validating to consistently receive glowing feedback from our clients and be recognized as a Greenwich Quality Leader even during challenging times such as a pandemic and rough market conditions,” said John DeMairo, President and CEO of Segal Marco Advisors. “Receiving this industry recognition of our high-quality work for the fourth consecutive year is a testament to our team’s hard work and dedication.”
Coalition Greenwich conducted interviews with 800 senior professionals at 660 of the largest tax-exempt funds in the United States, including corporate and 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.
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. This article 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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