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Investment Solutions

Global investment solutions for retirement and health plans.

Global investment grows more complex every day

And we’re here to help. Segal Marco Advisors, our investment team, is a leading global investment solutions firm that provides objective, innovative investment solutions and consulting advice.

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From traditional investment guidance to defined contribution plan consulting and corporate governance services, Segal Marco works with you to manage risk, explore your options, review your portfolio, and improve your outcomes. 

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Unbiased integrity

Unbiased integrity

Your interests always come first. Segal Marco is independent: we have no conflicts of interest from affiliations with broker-dealers, asset managers or custodial banks.

Cutting-edge research

Cutting-edge research

Access research, tools and asset liability modeling to stay ahead of economic trends, make informed decisions and achieve maximum results.

Global reach

Global reach

Gain a global advantage in your investment decision-making through the regional expertise we provide as a founding member of the Global Investment Research Alliance.

Comprehensive services

Comprehensive services

We’re one of the few firms offering specialized corporate governance and proxy voting services.

 

 

Ask about investment solutions for your plan

Get in touch, and we'll get your query to a member of the Segal Marco team. 

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Find a partner who understands the landscape

With rising capital market volatility and shifting regulatory requirements, you need an investment program that can weather changes and evolve when trends demand it.

Segal Marco can collaborate with you on a range of investment solutions, including:

  • Asset allocation and investment strategies
  • Asset-liability modeling (ALM)
  • Investment policy development for 403(b), 457, 401(a) and (401(k) plans
  • Manager searches
  • Performance measurement, and
  • Alternative investment research.

Partnering with us, you’ll free up your time to focus on what you’re good at: your goals, your work and your people.

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