At Segal Marco Advisors, a member of The Segal Group, our mission is to provide trusted advice that improves lives. It is more than just a slogan. It is the animating force for our business. 

The global investment landscape grows more and more complex every day. Plan sponsors need the guidance of an experienced consultant with proprietary research and cutting-edge tools to produce optimal results. Segal Marco is one of the largest U.S.-based investment consultancies, serving over 400 clients with combined advisory assets exceeding $500 billion. Our expertise, research and technology help clients build a sound investment program that will give their plan participants dignity and comfort in retirement. Our senior professionals average 25 years of experience, and our teams are skilled in assuming new accounts efficiently to ease the transition for plan sponsors. 

Our work plays an important function in society. Organizations place their trust in us to help them navigate complex and difficult issues. They depend on us to help them make sound decisions that have an impact on millions of lives. Our clients employ people who put up new construction, teach our children in elementary schools, colleges and universities, put out fires, work at the state capital or city hall, create the latest technologies in Silicon Valley and perform countless other jobs. Segal is a privately-owned benefits, compensation and investment consulting firm with more than 1,000 professionals throughout the U.S. and Canada. 

Members of The Segal Group include Segal Benz, Segal Consulting, Sibson Consulting, Segal Select Insurance Services, Inc. and Segal Marco Advisors.

Segal Marco Advisors is registered with the Securities & Exchange Commission as an investment adviser under the Investment Advisors Act of 1940.

Consulting

Investment Management

Segal Marco Advisors

Segal Marco Advisors' headquarters in New York, NY, United States

The Research and Analysis team at Segal Marco Advisors conducts in-depth market research and performance analysis to guide clients' investment strategies. They specialize in evaluating equity, private markets, and alpha-generating opportunities to develop proprietary insights and recommendations. This team ensures that clients receive data-driven, cutting-edge advice to optimize their investment portfolios and achieve long-term financial goals.

Research And Analysis

The Leadership Team at Segal Marco Advisors is responsible for guiding the company's strategic vision and ensuring the delivery of exceptional investment consulting services. Comprised of seasoned professionals including Senior Vice Presidents, Vice Presidents, and the President and CEO, the team leverages their extensive experience to oversee corporate governance, risk management, alpha research, global portfolio solutions, and compliance. Their collective expertise ensures the seamless transition and effective management of client accounts, ultimately striving to enhance the financial security and retirement dignity of plan participants.

Leadership Team

The Investment Research and Analysis team at Segal Marco Advisors is responsible for conducting comprehensive research and providing detailed analysis to support the firm's investment strategies. The team evaluates global market trends, assesses the performance of various asset classes, and develops proprietary investment models to guide clients in making informed decisions. By leveraging their extensive experience and cutting-edge tools, they aim to optimize client portfolios, ensuring robust investment programs that offer financial security and comfort in retirement for plan participants.

Investment Research and Analysis

The Consulting team at Segal Marco Advisors is dedicated to delivering expert advice and innovative solutions to help plan sponsors navigate the complexities of the global investment landscape. Comprised of senior professionals with an average of 25 years of experience, the team excels in providing insightful, research-based guidance and utilizing cutting-edge tools to optimize client investment programs. They play a critical role in ensuring that their clients' retirement plans are sustainable, thereby supporting millions of individuals across various sectors including education, public service, and technology.

The Risk Management & Governance team at Segal Marco Advisors is responsible for identifying, assessing, and mitigating financial risks while ensuring compliance with corporate governance standards. They provide strategic guidance on asset liability management and conduct in-depth analysis to support plan sponsors in making informed investment decisions. The team also engages with corporate boards to promote strong governance practices, ultimately enhancing the accountability and transparency of their clients' investment programs.

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Other teams

Leadership Team

Investment Research and Analysis

Consulting

Risk Management & Governance

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People (8)

Jobs (0)

Other teams

Leadership Team

Investment Research and Analysis

Consulting

Risk Management & Governance

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