Segal Marco Advisors
Segal Marco Advisors is a global investment advisory firm based in New York, established in 1969. The firm specializes in providing client-driven consulting and outsourcing solutions, including defined contribution consulting, corporate governance, and proxy voting services. Additionally, it offers traditional investment consulting services, such as asset-liability modeling, alongside discretionary investment management. The firm's assets are managed by its executive management team, ensuring a focused and strategic approach to investment solutions tailored to clients' needs.
Marco Consulting Group was an independent investment consulting firm based in Chicago, Illinois, specializing in providing services to Taft-Hartley benefit plans and public fund clients. Founded in 1988, the firm offered a range of services including investment consulting, fiduciary services, corporate governance, and proxy voting. With a client base exceeding 330 benefit plans and combined assets over $146 billion, Marco Consulting served clients from various industries, accommodating benefit funds of varying sizes. In January 2017, Marco Consulting Group was acquired by Segal Rogerscasey, subsequently operating under the name Segal Marco Advisors. This acquisition marked a significant transition for the firm, integrating its expertise into a larger entity within the investment consulting sector.
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