The global investment landscape is increasingly complex. Institutional investors need the guidance of an experienced consultant with proprietary research and cutting-edge tools to produce optimal results.
Work with us.
Segal Marco Advisors is one of the largest U.S.-based investment consulting firms, with combined discretionary and advisory assets exceeding $600 billion.
For more than 55 years, we’ve been advising organizations on investment strategy.
Our History
We’re proud to be an independent, employee-owned firm, which enables us to provide objective, high-quality advice.
Our senior professionals average more than 25 years of experience and have invested through all types of market conditions. They’ll draw on their expertise and Segal Marco’s research and technology to help your organization craft a comprehensive strategy or review and refine your existing one — and then execute it to help your organization achieve its investment objectives.
Find Out MoreFind clarity in today’s markets with our proprietary research. You’ll have access to thought leadership and analysis to help your decision-making.
Learn About Our Research
You want to work with someone who has a proven track record of success in your industry. With our deep bench of investment consultants, we have the experience you seek. From Taft-Hartley plans and non-profits to Fortune 500 companies, we’ve got you covered.
See Who We HelpWe offer discretionary investment management so your team can concentrate on what you do best without having to worry about staying on top of the ever-evolving investment industry. As your outsourced chief investment officer (OCIO), we’ll take care of your portfolio.
Proxy voting is one of our corporate governance services.
Each year, thousands of companies trust us to vote their proxies. Let us vote for your organization, guided by your proxy voting policy.
Corporate Governance Services
Clients in the U.S. served in a discretionary or advisory role
Combined advisory assets
Our longest client relationships
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