Discretionary Consulting

Discretionary Consulting

In rapidly-changing capital markets, fiduciaries need to be nimble, flexible and informed to manage plan assets effectively. That can seem impossible when their board meets only a handful of times a year. Segal Marco’s Discretionary Consulting professionals make it possible to move more quickly — to seize on new investment opportunities, hire and replace managers or act on short-term market movements. Our seasoned investment professionals take day-to-day responsibility for managing the plan’s investment program, either in its entirety or for a portion such as alternative investments — freeing up trustees to focus on core business goals and participant needs.

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Amy Forebaugh

Amy Forebaugh
Senior Vice President

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