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 provide bias-free advice and guidance.
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. We get that we can't discuss investment goals without understanding who you are. Our diverse and deep bench of talent ensures that you'll always work with someone with a proven track record of success in your industry.
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. We get that we can't discuss investment goals without understanding who you are. Our diverse and deep bench of talent ensures that you'll always work with someone with a proven track record of success in your industry.
Services
The global investment landscape grows more and more complex every day. Investors need the guidance of an experienced consultant with proprietary research and cutting-edge tools to produce optimal results. Completely independent and employee owned, Segal Marco is one of the nation's leading investment consulting firms.
The gravity of that task, coupled with the complexity of today's market, means you need every advantage you can get. Our investment consultants have the knowledge and experience to craft a strategy tailor-made for your unique set of challenges, and we'll be there every step of the way for its execution.
Many investors look at the same market and macro factors but they don't all see the same thing. That's because focused research can reveal overlooked investment opportunities and pitfalls. You can't afford to rely on undisciplined analysis when it comes to your investments, and with our research capabilities you can be sure the work has been done.
Helping multiemployer investment programs maximize returns for an appropriate level of risk. From stringent multiemployer funding rules to evolving workforce demographics, multiemployer retirement plans are walking a complicated path. With $200 billion of assets under management servicing multiemployer clients, we are committed to the marketplace and understand its unique needs.
Evolving risk exposures, investment complexity and funding gaps are just some of the pressures on state and local government plan sponsors. Segal Marco helps public sector plans achieve their objectives by delivering specialized insights, integrated asset allocation modeling and risk management tools to best position public fund portfolios for changing markets.
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