Segal Marco Advisors

We are pleased to announce that on January 3, Segal Rogerscasey completed the acquisition of Marco Consulting Group. The combined firm is now operating as Segal Marco Advisors.

The global investment landscape grows more and more complex every day. Plan sponsors need the guidance of an experienced consultant with proprietary research and cutting-edge tools to produce optimal results. 

Segal Marco is one of the largest U.S.-based investment consultancies, serving over 400 clients with combined advisory assets exceeding $500 billion. Our expertise, research and technology help clients build a sound investment program that will give their plan participants dignity and comfort in retirement. Our senior professionals average 25 years of experience, and our teams are skilled in assuming new accounts efficiently to ease the transition for plan sponsors.

The firm is registered with the Securities & Exchange Commission as an investment adviser under the Investment Advisors Act of 1940.

Company details



New York, NY

Year founded


Company size

51-200 employees


Investment risk management, asset-liability & portfolio modeling, investment manager search, asset allocation, fiduciary & corporate governance services, implemented investments, defined benefit & contribution consulting, investment research, and retirement funds