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Investment Consulting
One of the responsibilities of managing a multiemployer benefits fund is ensuring that the fund is invested prudently.
Investment consulting services are provided through The Segal Company's SEC-registered affiliate, Segal Advisors, Inc. Segal Advisors is one of the largest investment consultants to retirement plan sponsors - with more than 240 clients and $72 billion in total assets under supervision. Segal Advisors is not associated with any investment managers or brokerage firms and can therefore provide unbiased recommendation and advice.
Segal Advisors services include:
- Setting investment guidelines and objectives
- Developing asset allocation and investment strategies
- Asset/liability modeling
- Measuring investment performance
- Selecting investment managers
- Participant choice vendor searches
- Participant choice plan assessment
Visit the Segal Advisors Web site to learn more
