History

History

From its beginning, Segal Marco Advisors has continually evolved to proactively meet the needs of our clients. Today, we are a leading global investment solutions firm providing innovative, client-driven consulting advice and discretionary services to plan sponsors.

1960s 

Segal Consulting, a fellow member firm of the The Segal Group, began evaluating investment performance for sponsors of retirement plans. This work expanded through the decade.

1969 

Segal Advisors, Inc., the Securities and Exchange Commission-registered, was created and incorporated in New York State to provide investment consulting services. Like the other member firms of The Segal Group, the company is independent and employee-owned.

2006 

The firm acquired Irwin Tepper Associates, Inc., an asset liability analysis consulting firm.

2012 

The firm acquired Rogerscasey, a global investment solutions firm, to further expand our research capabilities to serve clients.

2014 

The firm became a founding member of the Global Investment Research Alliance, which shares research on investment managers among member firms around the world.

2017 

The firm acquired Marco Consulting Group, a top investment consulting firm to Taft-Hartley benefit plans.