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.
1 past transactions
Marco Consulting
Acquisition in 2016
Marco Consulting Group (MCG) is a prominent investment consulting firm based in Chicago, Illinois, specializing in services for Taft-Hartley benefit plans and public funds. With a focus on providing investment consulting, fiduciary services, and proxy voting services, MCG is recognized for its extensive experience and expertise in the industry. The firm serves over 330 benefit plans, managing combined assets exceeding $146 billion, with clients that span various industries and fund sizes ranging from less than $10 million to over $13 billion. Additionally, MCG offers educational resources, research, and personalized relationship services to enhance its client offerings. The firm was acquired by Segal Rogerscasey in January 2017.
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