Investment Solutions

One of the responsibilities of managing a multiemployer benefits fund is ensuring that the fund is invested prudently.

Investment solutions services are provided through Segal's SEC-registered affiliate, Segal Marco Advisors, Inc. Segal Marco Advisors is a leading global investment solutions firm that provides innovative, client-driven consulting advice and outsourcing solutions. The firm has been in operation for more than 40 years and is one of the largest U.S.-based investment solutions firms. Segal Marco Advisors provides objective, independent investment advice and builds implemented platforms without the conflicts associated with directly managing money.

Segal Marco Advisors services include:

Investment Solutions

  • Asset Allocation and Investment Strategies
  • Asset-Liability Modeling (ALM)
  • Manager Searches
  • Performance Measurement
  • Alternative Investment Research

Defined Contribution Consulting

Segal Marco Advisors' dedicated team of experienced defined contribution professionals has extensive regulatory and compliance knowledge, investment expertise and experience in conducting vendor searches and plan assessment studies.

Implemented Investment Solutions

  • Fiduciary Services
  • Model Portfolios
  • MasterManagerSM
  • Strategy-Specific Hedge Fund Portfolios
  • Retire Funds
  • Specialty Funds

 

Advisor Solutions Group

Rogerscasey’s Advisor Solutions Group works with our financial intermediary clients to build customized investment solutions that address the unique needs of their clients.

One of the responsibilities of managing a public sector retirement plan is ensuring that the plan is invested prudently.

Investment solutions services are provided through Segal's SEC-registered affiliate, Segal Marco Advisors, Inc. Segal Marco Advisors is a leading global investment solutions firm that provides innovative, client-driven consulting advice and outsourcing solutions. The firm has been in operation for more than 40 years and is one of the largest U.S.-based investment solutions firms. Segal Marco Advisors provides objective, independent investment advice and builds implemented platforms without the conflicts associated with directly managing money.

Segal Marco Advisors services include:

Investment Solutions

  • Asset Allocation and Investment Strategies
  • Asset-Liability Modeling (ALM)
  • Manager Searches
  • Performance Measurement
  • Alternative Investment Research

Defined Contribution Consulting

Segal Marco Advisors' dedicated team of experienced defined contribution professionals has extensive regulatory and compliance knowledge, investment expertise and experience in conducting vendor searches and plan assessment studies.

Implemented Investment Solutions

  • Fiduciary Services
  • Model Portfolios
  • MasterManagerSM
  • Strategy-Specific Hedge Fund Portfolios
  • Retire Funds
  • Specialty Funds

 

Advisor Solutions Group

Rogerscasey’s Advisor Solutions Group works with our financial intermediary clients to build customized investment solutions that address the unique needs of their clients.

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