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
Acquisition in 2016
Marco Consulting Group (MCG) is a prominent investment consulting firm based in Chicago, Illinois, specializing in serving Taft-Hartley benefit plans and public fund clients. With extensive experience, MCG manages over 330 benefit plans with a total of more than $146 billion in assets. The firm offers a range of services, including investment consulting, fiduciary services, and proxy voting. Additionally, MCG provides education and research to ensure clients are well-informed about their investment options. The firm is recognized for its personal relationship services, which enhance client engagement and support their unique needs. MCG was acquired by Segal Rogerscasey on January 3, 2017.
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