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Investment Management
Segal Advisors, Inc., our SEC-registered investment consulting affiliate, provides investment consulting services to more than 240 multiemployer, public sector and corporate retirement plans. Together, these clients have more than $72 billion in assets in 350 defined benefit and/or defined contribution plans.
Segal Advisors' services include:
- Developing Asset Allocation and Investment Strategies
- Setting Investment Guidelines and Objectives
- Selecting Investment Managers
- Measuring Investment Performance
- Asset/Liability Modeling
- 401(k)/457/403(b) Plan Assessment
- 401(k)/457/403(b) Vendor Searches
In addition, Segal Advisors offers special studies in the following areas:
- Master trustee/custodial service review
- Commission discount and recapture programs
- Analysis of unique investment offerings
- Review of insurance contracts and other stable-value investments
- Assistance with statutory and regulatory issues
- Proxy voting guidelines and monitoring
- Securities lending
