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Firm profile

Segal Marco Advisors

Segal Marco Advisors is an investment consultant based in New York, NY.

Assets under advice

$470 billion advised

as of 2023-12-31

Entity type
Investment Consultant
Headquarters
New York, NY
Source
Firm-reported

About Segal Marco Advisors

Segal Marco Advisors provides institutional investment consulting and advisory services, including discretionary investment management and outsourced chief investment officer services, proprietary investment research, and corporate governance services such as proxy voting, serving multiemployer Taft Hartley plans, the public sector, corporate clients, financial intermediaries, and nonprofit institutions.[Firm website]

The firm is independent and employee owned and does not invest as a principal. Two Co Presidents lead Segal Marco, a role they were named to in a recent leadership announcement.[Firm website]

Focus
Investment consulting for Taft-Hartley, public pension, and nonprofit institutional investors

Where Segal Marco Advisors is listed

Segal Marco Advisors is in the investor directory.

Scope and method

What is shown
The facts on Segal Marco Advisors's row of our directory lists: its kind, its headquarters, its founding year and website where the row gives them, the figure with its date, and the description.
The figures
Each figure carries its date. A figure from a public filing links that filing; a figure the firm reports itself is marked firm-reported.
Sources
Reported by the firm and the firm's own website, segalmarco.com.
Checked

Compiled by Praxis Rock Advisors. Reuse of our descriptions needs permission.