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Investment Consulting
One of the responsibilities of managing a defined contribution or defined benefit retirement plan is ensuring that the funds are prudently invested.
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 with $72 billion in total assets under supervision. Segal Advisors is not associated with any investment managers or brokerage firms and can therefore provide unbiased, expert 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
- 401(k)/457/403(b) vendor searches
- 401(k)/457/403(b) plan assessment
Visit the Segal Advisors Web site to learn more.
