Focused Female Professionals Discussing Project Focused Female Professionals Discussing Project

Investment Consulting Tailored for the Investor

Find Out More

Read the latest insights on investment

Mother And Daughter Gardening Mother And Daughter Gardening

Independent advice you can count on

Investing well isn't easy, but your assets can benefit from the right expertise. Our professionals will help you craft a comprehensive strategy or review and tweak your existing one, and then execute it to help meet your goals. Because we’re an independent, employee-owned firm, our professionals aim to provide bias-free advice and guidance.

Find Out More

Research to help you make informed decisions

Find clarity in today’s markets with our proprietary research. You’ll have access to thought leadership and analysis that helps you translate your knowledge into better decisions.

Explore Research
Man On Computer Looking At Data Man On Computer Looking At Data
Businesspeople Working On Laptop In Boardroom Together Businesspeople Working On Laptop In Boardroom Together

A team that knows who you are

We get that we can't discuss investment goals without understanding who you are. Our diverse and deep bench of talent aims to ensure that you'll work with someone with a proven track record of success in your industry. From unions and non-profits to Fortune 500 companies, we've got you covered.

See Who We Help

Who we are

Segal Marco Advisors is one of the largest U.S.-based investment consultancies, with 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.

Learn More About Us
Video Call With Team Members Video Call With Team Members

Ready to take a fresh look at your investment program?

Let's start a conversation about how we can help.

Contact

Don't miss out. Join 16,000 others who already get the latest insights from Segal and Segal Marco Advisors.