Segal Marco Advisors

Segal Marco Advisors is one of the largest, SEC-registered, employee-owned investment consulting firms in the United States, in business for more than 55 years. We deliver trusted advice to more than 450 institutional investors, including multiemployer benefit funds, state and local governments, corporations, nonprofit organizations, endowments and foundations. Our combined advisory assets exceed $600 billion. As investing grows increasingly complex, organizations place their trust in us to help them make sound decisions that have an impact on millions of lives. Our senior professionals, who average 25 years of experience, have guided clients through all market conditions. Their expertise, augmented by our proprietary research and cutting-edge technology, gives clients the information they need when working to achieve their investment goals. We offer a comprehensive suite of services, including investment consulting, discretionary management (Outsourced Chief Investment Officer), asset-liability modeling, manager selection, portfolio analysis, and specialized corporate governance solutions, such as proxy voting. Our values-driven approach to consulting, rigorous quality control and strong cybersecurity practices have earned us longstanding client relationships and recognition as a seven-time Greenwich Quality Leader for Overall U.S. Investment Consulting in the Large Consultants category. The Greenwich Quality Leader Award was awarded to Segal Marco Advisors by Greenwich Associates (an unaffiliated entity) on February 25, 2025, and is based on Segal Marco’s investment advisory services from February 2024 through September 2024. Segal Marco Advisors is part of the Segal family of companies, which includes Segal, an HR and benefits consulting firm, and Segal Benz, which provides communications consulting services.