Segal Marco Advisors is an independent, employee‐owned global investment consultancy with combined advisory assets exceeding $500 billion, providing unbiased advisory, proprietary research, and technology-driven solutions across retirement plans and institutional portfolios
Core product
Independent, employee-owned consulting for retirement plans, corporate and nonprofit institutions—offering plan design, manager research and selection, performance evaluation, outsourced CIO, fiduciary solutions, and proprietary research & technology tools
Functional categories (vendor-stated)
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